đ„ AI BOOM: LOOK BEYOND THE CHIPS
Everyone is watching the AI chip race. Iâm watching what happens when the power bill arrives. âĄ
Nvidiaâs latest results show how strong AI demand remains, with $96.2B in revenue and $89B from Data Center, up 117% year over year.
But AI needs much more than GPUs. It needs electricity, data centers, cooling, networking, land, and massive capital.
That creates an important question: What happens when AI demand grows faster than the infrastructure supporting it?
This is why Iâm also watching the companies behind the AI ecosystem â power generation, grid equipment, cooling systems, networking, and data-center infrastructure.
My thesis is simple:
đ Donât just follow the AI models.
đ Follow the bottlenecks they create. âĄđïž
AI may be a technology story, but the next major opportunity could be in the physical infrastructure powering it.
â ïž This is my personal market view, not financial advice. Always do your own research.