It seems a safer bet with AI is not to bet on AI-centric companies like AMZN, GOOG, META, ORCL, etc but on the materials for AI hyper scaling centers.
Materials companies like
Memory (sanddisk)
Disk (eg. western digital)
Chips (eg. Smc)
Power
Those materials are always in demand but surging in very high demand due to data center roll outs. What other AI materials companies are you holding and care to share your gains?
AI materials vs. AI companies
byu/california_explorer instocks
Posted by california_explorer
3 Comments
Many great upstream supply chain companies in Japan and Taiwan but for US I would look at equipment companies: ASML, LRCX, AMAT are 3 I would recommend you look at.
Ter but run up already
I go looking at SMH fund fact sheet
Or Japan and Korea
China if u wanna be spicy
(Fuck u BABA)
buy he parts ai needs memory, storage, chips, power, cooling, energy. All data centers use them.been using runable ai it uns on devices, which helps cut costs.same parts suppliers benefit