Jul. 12 at 2:12 PM
After many of hours researching AI infrastructure, these are the 5 AI sectors I believe will produce the biggest winners over the next 3-5 years.
1. Neoclouds (Compute)
The companies supplying the compute powering the AI revolution.
$NBIS
$CRWV
$CIFR
$APLD
$HUT
AI infrastructure is becoming the next major technology cycle, and Neoclouds could be key winners over the next 3-5 years. As GPU demand and AI adoption accelerate, compute, data centers, and power are becoming critical advantages.
NBIS: AI cloud platform benefiting from rising GPU demand;
CRWV: AI-native cloud infrastructure for large-scale workloads;
CIFR: leveraging data centers while expanding into HPC;
APLD: positioned in AI data centers and GPU hosting;
HUT: using computing infrastructure to capture AI growth.
The AI winners may not only be chipmakers, but the companies powering the ecosystem. Do you think Neoclouds become the next AI supercycle?
The next list is about to be released! Are you going to miss out again?
