Major cloud providers are shifting away from off-the-shelf graphics processing units by demanding custom artificial intelligence chips built for their specific workloads. This transition creates compelling investment opportunities in the co-design firms and manufacturing foundries that help hyperscalers bring these tailored accelerators to life.
Published on May 26
The world's biggest tech companies are quietly ditching off-the-shelf chips and building their own. If you're not watching this shift, you could be missing one of the biggest infrastructure stories in years.
Professional analysts have specifically curated this group to capture the full custom AI chip supply chain. From design software to fabrication to data centres, every company here is positioned at the heart of the transition.
As hyperscalers pour billions into bespoke silicon programmes, the money has to go somewhere. The foundries, equipment makers, and design tool providers in this group are among the likely beneficiaries of that spending wave.
The world's biggest cloud providers are moving away from off-the-shelf chips and building their own custom AI accelerators. This structural shift is reshaping how data centres are built and where hardware money gets spent. Our analysts believe this creates a long-term growth opportunity across foundries, design tool providers, and specialist chipmakers — all central to bringing bespoke silicon to life.
This is a thematic growth basket, meaning the stocks here are connected by a shared trend rather than a single industry. The group spans the full custom chip supply chain — from design software and fabrication to packaging, testing, and data centre infrastructure. As with any growth theme, there can be volatility, but the underlying shift in AI hardware spending is considered structural and long-term.
Every stock in this group was handpicked by professional analysts to represent the key players benefiting from the rise of custom AI silicon. They include the foundries manufacturing these chips, the software firms enabling their design, the equipment makers powering fabrication, and the hyperscalers driving demand. These are not random picks — each one plays a meaningful role in this hardware revolution.
NVDA: $5.21T
TSM: $1.91T
ASML: $646.51B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10
TSM
Current Price
$416.90
As the world's leading foundry, Taiwan Semiconductor Manufacturing is the primary manufacturer bringing hyperscalers' custom AI chip designs into prod...
As the world's leading foundry, Taiwan Semiconductor Manufacturing is the primary manufacturer bringing hyperscalers' custom AI chip designs into production.
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11 of 14 assets in this group are rated Buy by professional analysts.
