Invest in the companies building the foundation of the AI revolution. These carefully selected stocks represent crucial suppliers and enablers benefiting from Nvidia and Microsoft's historic race to $4 trillion valuations and their unprecedented spending on AI infrastructure.
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Published on June 30
Microsoft, Nvidia, and other tech giants are pouring unprecedented billions into AI infrastructure. These suppliers are the direct beneficiaries of this massive capital allocation, creating a durable growth cycle.
While everyone focuses on Nvidia and Microsoft, these essential suppliers often fly under the radar despite their critical role in the AI ecosystem. These companies represent the "picks and shovels" of the AI gold rush.
This collection spans the full technology value chain - from advanced chip manufacturing and design software to data centers and the power infrastructure required to run them. It's a comprehensive way to invest in all aspects of the AI buildout.
As Nvidia and Microsoft compete for $4T valuations, they're pouring billions into AI infrastructure. This massive spending creates a ripple effect, benefiting the entire supply chain of companies that provide the essential hardware, software, and facilities needed to build the AI economy.
This collection focuses on companies across the entire AI technology value chain – from chip manufacturing and design to data centers and power management. These stocks offer exposure to the durable growth cycle created by the unprecedented capital investment in artificial intelligence infrastructure.
These companies were selected because they provide critical components and services that the AI giants can't build without. From advanced semiconductors and high-bandwidth memory to specialized cooling systems and networking equipment, each plays an essential role in the expanding AI ecosystem.
Summary and key takeaways for the 'Race to Four Trillion' basket based on provided market capitalisation breakdown.
TSM: $1.23T
ASML: $400.56B
SMCI: $32.58B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012
ASML
Current Price
$1,749.24
Provides the essential and monopolistic EUV lithography machines required by foundries like TSMC to produce the next-generation chips powering the AI ...
Provides the essential and monopolistic EUV lithography machines required by foundries like TSMC to produce the next-generation chips powering the AI boom.
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15 of 16 assets in this group are rated Buy by professional analysts.
