Question 1

What is AI cloud infrastructure?

Accepted Answer

AI cloud infrastructure refers to the specialised hardware, data centres, and computing networks built to run artificial intelligence workloads at scale. This includes the chips, servers, cooling systems, and semiconductor equipment that power everything from AI model training to real-time inference. The Meta-CoreWeave deal, worth over $35 billion, is a prime example of how seriously technology companies are investing in securing this capacity.

Question 2

What is AI inference and why does it matter for investors?

Accepted Answer

AI inference is what happens when an AI model performs in the real world — answering questions, generating content, or powering features for millions of users simultaneously. Unlike training, which happens once, inference runs continuously and scales with user demand. As AI products grow, inference workloads expand exponentially, driving sustained demand for chips, servers, and data centre capacity — which is the core of the AI cloud infrastructure investment story.

Question 3

What does CoreWeave do?

Accepted Answer

CoreWeave is a specialised cloud computing provider that builds its infrastructure around graphics processing units (GPUs) — the chips that power AI workloads. It provides dedicated AI computing capacity to companies like Meta, which signed a $21 billion agreement with CoreWeave to secure capacity through to 2032. CoreWeave is not publicly listed, but the companies supplying its hardware and chips are.

Question 4

Top AI cloud infrastructure companies to invest in?

Accepted Answer

According to Nemo's research, three key supply chain beneficiaries are Taiwan Semiconductor Manufacturing Company (TSM), ASML Holding (ASML), and Super Micro Computer (SMCI). TSMC manufactures the advanced chips that power AI servers, ASML produces the lithography machines used to make those chips, and Super Micro builds the high-performance servers and liquid cooling systems that house AI processors inside data centres.

Question 5

Is investing in AI infrastructure stocks risky?

Accepted Answer

Yes — all investments carry risk and you may lose money. AI infrastructure companies operate in capital-intensive, fast-moving environments where share prices can move sharply in both directions. Semiconductor supply chains are particularly sensitive to geopolitical tensions, trade policy, and export controls. The article notes that while the long-term demand signal is strong, near-term price performance may not always reflect the underlying structural story.

Question 6

Is AI infrastructure a long-term or short-term investment?

Accepted Answer

The AI infrastructure theme is firmly long-term. The Meta-CoreWeave contract alone runs through to 2032, and the global buildout of AI computing capacity is measured in years and decades rather than quarters. Companies like TSMC and ASML face structural supply constraints that take significant time and capital to expand, meaning the supply-demand imbalance underpinning this investment thesis is unlikely to resolve quickly.

Question 7

How does the Meta-CoreWeave deal affect AI infrastructure stocks?

Accepted Answer

The $21 billion Meta-CoreWeave agreement — part of a total commitment exceeding $35 billion — confirms that demand for AI computing power is structural and long-duration. It signals long-term revenue visibility for companies across the supply chain, from chip foundries like TSMC to equipment makers like ASML and server manufacturers like Super Micro Computer, all of whom stand to benefit from the sustained buildout this deal represents.

Question 8

Why is ASML so important for AI chips?

Accepted Answer

ASML is the only company in the world that manufactures Extreme Ultraviolet (EUV) lithography machines — the equipment that semiconductor foundries use to print the microscopic circuit patterns on modern chips. Without ASML's machines, cutting-edge AI chips simply cannot be produced. The article describes ASML as "the toll booth on the road to advanced semiconductor production," making it a uniquely critical link in the AI infrastructure supply chain.

Question 9

Why are big tech companies signing long-term AI computing contracts?

Accepted Answer

Mega-cap technology companies are reserving AI computing capacity years in advance because supply is genuinely constrained. ASML can only produce a limited number of EUV machines per year, TSMC can only expand manufacturing capacity so quickly, and data centre construction takes considerable time and capital. This supply-demand imbalance means companies like Meta are locking in capacity early — and committing extraordinary sums to do so — rather than risk being unable to scale their AI products.

Question 10

What is driving demand for AI data centres right now?

Accepted Answer

The rapid scaling of AI inference workloads is the primary driver. Every time a user interacts with an AI-powered feature — on platforms like Instagram or WhatsApp — inference computing is required. As AI products reach hundreds of millions of users, this demand grows exponentially, requiring more servers, more chips, more cooling, and more data centre capacity. Long-term procurement deals like the Meta-CoreWeave agreement are a direct response to this accelerating need.

Question 11

How can I invest in AI cloud infrastructure stocks on Nemo?

Accepted Answer

Nemo offers a curated AI Cloud Infrastructure basket available on its ADGM-regulated platform, which includes companies like TSM, ASML, and SMCI. You can access the theme commission-free, use Nemo AI for research insights, and start investing with fractional shares from as little as $1. Nemo is regulated by the ADGM FSRA and offers SIPC protection up to $500,000.

Question 12

Can I invest in AI infrastructure stocks with a small amount of money?

Accepted Answer

Yes. Nemo offers fractional shares, meaning you can invest in companies like Taiwan Semiconductor, ASML, and Super Micro Computer from as little as $1. This makes it possible for investors in Africa and beyond to access the AI cloud infrastructure theme without needing to purchase a full share of any individual company. All investing involves risk, and you should only invest what you can afford to lose.

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