It’s Not All About the Chips
The infrastructure required for AI goes far beyond the semiconductor itself. These new AI models are incredibly demanding. They need vast amounts of specialised, high-speed memory, which is a boon for companies like Micron Technology. They also consume a frankly terrifying amount of electricity and generate enough heat to warm a small town. This creates a cascade of opportunities for companies that handle power management, cooling systems, and high-speed networking.
Think about it, you can’t run a world-changing AI model if the power grid flickers or the servers melt. This has even led to data centres being built right next to nuclear power plants, just to secure a reliable, carbon-free source of energy. It’s the unglamorous, practical side of the revolution, but it’s where fortunes could be made. Investing in this wider ecosystem, a collection of companies you might find in a basket like the {{ $json.output.basketName }}, feels like a more diversified approach. Instead of betting on a single AI application to succeed, you’re backing the entire foundation upon which they are all built. Of course, no investment is without risk, and the path is never a straight line, but it’s a compelling long term view.
