Nvidia's CEO has confirmed a major investment in OpenAI, dismissing rumors of a strained relationship and cementing the partnership between the world's leading AI chipmaker and model developer. This strengthened alliance highlights the immense capital flowing into AI infrastructure, creating a powerful growth catalyst for companies throughout the data center and computing hardware supply chain.
Published on February 3
Nvidia's confirmed major investment in OpenAI has cemented the alliance between the world's top AI chipmaker and leading model developer. This partnership signals massive capital flowing into AI infrastructure that could benefit the entire supply chain.
The AI boom requires enormous computational power, creating unprecedented demand for data centres, networking equipment, and specialised hardware. These companies are positioned at the heart of this infrastructure expansion.
Professional analysts handpicked these firms based on their critical roles in the AI value chain. From GPU makers to cloud providers, each company represents a strategic node in the AI ecosystem's foundational layer.
Nvidia's confirmed major investment in OpenAI has solidified the partnership between the world's leading AI chipmaker and top model developer. This alliance signals massive ongoing capital expenditure into AI infrastructure, creating a powerful growth catalyst that will likely generate significant downstream demand throughout the entire AI ecosystem and supply chain.
This collection focuses on companies that are critical suppliers to AI's foundational infrastructure layer. From data centre hardware and high-speed networking to specialised computing providers, these firms represent key nodes in the AI value chain that stand to benefit from the current AI infrastructure expansion cycle and increased computational demands.
These companies were handpicked by professional analysts based on their strategic positioning within the AI supply chain. Each firm plays a crucial role in supporting the massive infrastructure build-out required for AI development, from GPU manufacturers and data centre operators to cloud data management platforms and networking solutions providers.
This basket's total market capitalisation is $5.04T and is overwhelmingly concentrated in a single mega-cap (about 90% of the total). That large-cap anchoring means performance is likely to reflect broader, lower-volatility market dynamics rather than high speculative swings.
NVDA: $4.51T
SMCI: $17.74B
INTC: $243.81B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Disney is suing the FCC to block an early license review of its ABC stations, arguing the move is politically motivated retaliation against its news coverage. This unprecedented legal battle highlights the growing regulatory risks for traditional broadcasters and underscores the structural advantages of unregulated digital streaming platforms.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
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Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitiv Ltd.
If you invested across these assets:
In 12 months it might be worth:
+142.70%
On average, analysts expect assets in this group to grow 142.7% over the next year.
10 of 13 assets in this group are rated Buy by professional analysts.
