#AIStocksWhatNext
Everyone is watching Nvidia. I’m watching what happens BEHIND Nvidia. 👀
AI stocks have already had a massive run, so the question for me is not simply “Will AI keep growing?”
The bigger question is: where does the money go next?
Nvidia CEO Jensen Huang recently said he expects Nvidia to sell 2x as many chips next year. But those chips don't run in the air. They need data centers, networking, power, cooling, memory and huge amounts of infrastructure.
And we're already seeing this happen.
Broadcom expects its AI-chip revenue to reach around $115B in FY2027 and $230B in FY2028, showing that the AI infrastructure story is expanding beyond GPUs.
Even more interesting: data-center infrastructure companies are now attracting serious investor attention. Accelevation, which works on power distribution, cooling and modular data-center infrastructure, is targeting a valuation of up to $5.37B in its IPO.
So my AI thesis is changing.
I’m still bullish on AI long term, but I don't want to only chase the obvious AI names.
I’m watching the picks-and-shovels of AI — power, cooling, networking, memory and infrastructure.
Because if AI compute really doubles, the bottleneck may not be the AI model. It may be everything needed to run it.
What are you watching next: AI chips or the infrastructure behind them?
#AIStocksWhatNext
$SNDK
$ZEC
$MUBARAK
Everyone is watching Nvidia. I’m watching what happens BEHIND Nvidia. 👀
AI stocks have already had a massive run, so the question for me is not simply “Will AI keep growing?”
The bigger question is: where does the money go next?
Nvidia CEO Jensen Huang recently said he expects Nvidia to sell 2x as many chips next year. But those chips don't run in the air. They need data centers, networking, power, cooling, memory and huge amounts of infrastructure.
And we're already seeing this happen.
Broadcom expects its AI-chip revenue to reach around $115B in FY2027 and $230B in FY2028, showing that the AI infrastructure story is expanding beyond GPUs.
Even more interesting: data-center infrastructure companies are now attracting serious investor attention. Accelevation, which works on power distribution, cooling and modular data-center infrastructure, is targeting a valuation of up to $5.37B in its IPO.
So my AI thesis is changing.
I’m still bullish on AI long term, but I don't want to only chase the obvious AI names.
I’m watching the picks-and-shovels of AI — power, cooling, networking, memory and infrastructure.
Because if AI compute really doubles, the bottleneck may not be the AI model. It may be everything needed to run it.
What are you watching next: AI chips or the infrastructure behind them?
#AIStocksWhatNext
$SNDK
$ZEC
$MUBARAK
