Nvidia's Major Investment of 100 Billion in AI Supply Chain and Infrastructure💰

Exposure of the List of Key Players:
1. Nvidia $NVDA
The biggest seller in the AI era, the global GPU霸主, almost all large models and AI data centers rely on Nvidia chips.
2. CoreWeave $CRWV
AI cloud computing rental giant. Its main business is renting data centers filled with Nvidia GPUs. Companies like OpenAI and Microsoft are疯狂租算力.
3. Super Micro Computer $SMCI
One of the hottest stocks for AI servers. No matter how powerful Nvidia GPUs are, server assembly is still needed, and SMCI is a core supplier.
4. Dell Technologies $DELL
Traditional PC company, transforming into an AI infrastructure giant. A large number of AI server orders are flowing to Dell.
5. Marvell $MRVL
Focuses on silicon photonics and data center interconnect chips. The larger the AI data center, the more terrifying the communication needs between GPUs, and Marvell is the key company solving data congestion.
6. Corning $GLW
The water seller behind AI data centers, producing optical fibers and glass materials.
7. Lumentum $LITE
Core player in optical modules. Without optical modules, even the strongest GPU cannot run.
8. Coherent Corp $COHR
Provides core components such as lasers and optical communication devices. A highly growth-oriented link in the AI hardware chain.
9. IREN Limited $IREN
Transitioning from Bitcoin mining to AI data centers. Originally possessing abundant power resources and data center infrastructure, now fully entering AI computing power.
10. Nebius Group $NBIS
Focuses on deploying Nvidia AI infrastructure, providing computing services for AI companies.
11. TSMC Taiwan Semiconductor $TSM
No matter how strong Nvidia is, it still relies on TSMC for manufacturing.
12. Broadcom $AVGO
A super beneficiary of AI ASIC chips.