GPU Cloud Could Power AI Revolution Gold Rush?
Nvidia's $6.3 billion deal to purchase cloud capacity from CoreWeave highlights the surging demand for AI-driven computing power. This creates a significant investment opportunity in specialized cloud providers and the broader AI infrastructure ecosystem that supports them.
Your Basket's Financial Footprint
This basket's total market capitalisation is 7,386,827.8936 and is heavily concentrated in a few very large-cap constituents, anchoring its overall profile.
- Large-cap concentration generally implies lower volatility and steadier performance, more aligned with broad-market moves.
- Suitable as a core holding for diversified portfolios, not a speculative growth sleeve.
- Expect steady, long-term capital appreciation rather than rapid, short-term gains; growth likely moderate.
NVDA: $4.40T
AMD: $386.29B
SMCI: $32.58B
- Other
About This Group of Stocks
Our Expert Thinking
The $6.3 billion deal between leading chipmakers and specialised cloud providers signals a new phase in AI infrastructure investment. This landmark agreement highlights the massive, growing demand for GPU-accelerated computing that powers artificial intelligence development, creating opportunities across the entire AI infrastructure value chain.
What You Need to Know
This group focuses on the ecosystem supporting AI's computational demands - from semiconductor firms designing essential chips to specialised cloud providers offering high-performance computing, plus the networking, storage, and software infrastructure powering these data centres. It's a tactical play on the ongoing AI technology cycle.
Why These Stocks
These companies were handpicked by professional analysts based on their strategic positions in the AI infrastructure value chain. Each represents a different layer of the ecosystem - from foundational hardware manufacturers to specialised service providers - all positioned to benefit from the secular growth trend in artificial intelligence.
Why You'll Want to Watch These Stocks
Riding the AI Infrastructure Wave
The $6.3 billion deal between major players signals unprecedented demand for GPU-accelerated computing. These companies are positioned at the heart of the AI revolution's infrastructure needs.
New Industry Model Emerging
This landmark agreement could establish a new template for securing computational resources, creating opportunities for specialised providers and their supporting ecosystem.
Secular Growth Trend
AI development requires massive computational power, and this demand is only accelerating. These stocks offer tactical exposure to the entire AI infrastructure value chain.
Get the full story on this Basket. Read our detailed article on its risks and potential.
Why Invest with Nemo Money?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Opportunities
EV Tech Stocks Face Intense Competition Risks
Denied reports of a Ford-Xiaomi partnership highlight a critical challenge for Western automakers struggling to compete with cost-effective Chinese EVs. This dynamic creates investment opportunities in the essential EV technology suppliers, such as semiconductor and battery firms, that power the industry's evolution.
Fed Chair Shift: Next Chapter for Market Volatility
President Trump's nomination of Kevin Warsh as Federal Reserve Chair signals a potential major shift in U.S. monetary policy. This creates an investment opportunity in companies poised to benefit from increased market volatility and fluctuations in interest rates.
Precious Metals Pullback: Could Gold Stocks Rebound?
Gold and silver prices experienced a sharp correction due to speculation over a more hawkish Federal Reserve appointment. This volatility may create a strategic entry point for investors bullish on the long-term demand for precious metals and mining companies.