AI INFRASTRUCTURE CHEAT SHEET The Compute Layer: • $NVDA — GPU dominance • $CRWV — neocloud scale • $NBIS — Nvidia-backed European AI The Power Layer: • $IREN — AI cloud + Nvidia deal • $CEG — nuclear baseload • $VST — power demand play The Network Layer: • $AVGO — custom silicon + networking • $MRVL — data center interconnect • $ANET — cloud networking backbone AI needs compute. Compute needs power. Power needs infrastructure. All three layers matter.
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3 Comments
Matthew Balmert@cd2_js4 · 1mo
also forgot credo
Mary @hajji1445 · 1mo
Where’s the CPUs?
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