Jul. 17 at 11:39 PM
Key AI suppliers for Big Tech hyperscalers
（Part 2 ）🚀
As AI infrastructure spending continues to grow, these companies remain important players across the compute and networking stack.
$AMD
CPUs, Instinct GPUs (MI300X/MI350), and data center accelerators powering enterprise and AI workloads.
$CRWV
CoreWeave provides GPU cloud infrastructure, giving AI companies access to large-scale accelerated computing capacity.
$ANET
Arista Networks supplies high-speed Ethernet switching, helping support the networking backbone inside modern AI data centers.
AI isn't just about one company. The ecosystem spans chips, cloud infrastructure, and networking, with each layer playing a critical role.
I'm watching where capital flows across the AI supply chain next.
