AI infrastructure could become one of the biggest stories of the next few years.

Building powerful AI models requires enormous computing power, specialized chips, data centers and electricity. That means the AI boom is creating demand far beyond the companies that actually develop AI applications.

I think this is an important part of the market to watch because infrastructure is what allows the entire AI ecosystem to grow. If AI adoption continues expanding, demand for computing capacity could remain strong.

There is also an interesting connection with crypto. Decentralized computing projects are trying to provide alternative ways to access computing resources, while blockchain networks can create new markets around AI-related services.

The technology is still developing, so I’m watching adoption, real usage and revenue rather than simply following hype.

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