08/05/2026
šØ Save this for the next market pullback.
These are some of the companies sitting at the center of the AI infrastructure boom:
⢠ā Builds the CPUs and GPUs powering AI training and inference across major data centers worldwide. As AI demand grows, AMD continues gaining ground in high-performance compute.
⢠ā Memory is the backbone of AI, and Micron supplies the HBM and DDR5 memory that keeps AI chips fed with data at extreme speed. No advanced memory, no scalable AI.
⢠ā Operates massive GPU clusters and rents AI compute capacity to hyperscalers and enterprises. Think of it as selling āAI horsepowerā to the companies building the future.
⢠ā AI data centers consume enormous amounts of electricity, and Vistra is one of the infrastructure plays benefiting directly from that growing power demand.
AI isnāt just about chatbots anymore.
The real opportunity may be in the companies building the chips, memory, compute, and energy behind the entire ecosystem. š„š
Not financial advice.