#AIStocksWhatNext
Everyone is watching the biggest AI stocks.
But Iâm starting to watch something else:
The infrastructure that makes AI possible. đ
Nvidia has already shown how powerful this AI spending cycle has become. Its latest quarterly revenue reached $96.2B, up 106% YoY, while Data Center revenue surged 117%.
Those numbers tell us something important:
đ„ AI demand is massive.
đ„ Compute requirements are growing.
đ„ Data centers need more infrastructure than ever.
And this creates a much bigger investment theme.
Everyone is watching the biggest AI stocks.
But Iâm starting to watch something else:
The infrastructure that makes AI possible. đ
Nvidia has already shown how powerful this AI spending cycle has become. Its latest quarterly revenue reached $96.2B, up 106% YoY, while Data Center revenue surged 117%.
Those numbers tell us something important:
đ„ AI demand is massive.
đ„ Compute requirements are growing.
đ„ Data centers need more infrastructure than ever.
And this creates a much bigger investment theme.