AI stocks are getting most of the attention, but I think the more interesting story is happening underneath the surface.
Nvidia just delivered $96.2B in quarterly revenue, with Data Center revenue reaching $89B. Jensen Huang also said AI demand is accelerating.
That makes me think the bigger question isn’t simply who sells the most AI chips.
It’s who supplies everything required to keep this massive AI buildout running.
More compute means more memory, networking, power, cooling, data centers, fiber and semiconductor equipment.
Nvidia itself says land, power, infrastructure and capital are becoming critical constraints for expanding AI capacity.
So I’m watching the entire AI supply chain, not just the headline AI names.
The next opportunity could be sitting in the bottlenecks everyone needs but fewer investors are talking about.
I’m sharing my AI-related trade/holding through the Binance Trade Sharing Widget.
#AIStocksWhatNext
$BTC
$BANK
$HOME
Nvidia just delivered $96.2B in quarterly revenue, with Data Center revenue reaching $89B. Jensen Huang also said AI demand is accelerating.
That makes me think the bigger question isn’t simply who sells the most AI chips.
It’s who supplies everything required to keep this massive AI buildout running.
More compute means more memory, networking, power, cooling, data centers, fiber and semiconductor equipment.
Nvidia itself says land, power, infrastructure and capital are becoming critical constraints for expanding AI capacity.
So I’m watching the entire AI supply chain, not just the headline AI names.
The next opportunity could be sitting in the bottlenecks everyone needs but fewer investors are talking about.
I’m sharing my AI-related trade/holding through the Binance Trade Sharing Widget.
#AIStocksWhatNext
$BTC
$BANK
$HOME