Everyone talks about AI spending. I’m more interested in where every dollar actually ends up. $AMD gets paid for compute. $AMZN gets paid for cloud infrastructure. $NOW gets paid for enterprise AI deployment. $VST gets paid for the electricity. $BN gets paid for helping finance and build the infrastructure behind it all. That’s why I think the AI trade is much broader than just semiconductors. The biggest winners over the next decade could come from every layer of the buildout.
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4 Comments
Lamar @aleitheia712 · 13h
And $NVDA gets most of it? Why didn't you mention them?
Junior Sosa@juniorsosa · 12h
Love the list, @ashton_1nvests I see AI as being similar to laying out the fiber-optic infrastructure back in the 2000s. The future is incredibly bright, but financing will likely be a bottleneck in the short term.
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