$BTC

AI stocks are going wild

What else can you buy?

Don’t just keep your eyes on NVIDIA

Recently, AI stocks have been outperforming one another

AMD just joined the $1 trillion market-cap club

NVIDIA, Broadcom, and others are still hovering near fresh highs

A lot of people are starting to worry at this point

Can AI stocks still be chased?

Buying in at these highs could easily leave you holding someone else’s bag

Think about it

What does an AI data center need?

It needs more than just GPUs

It also needs electricity, servers, networking, cooling, optical modules, power equipment, and data centers

Put simply

NVIDIA sells the shovels

Behind it is a whole group selling electricity, water, and tools😂

The market has already started shifting its attention toward these areas

Recent institutional views have also noted that

AI capital expenditure is expanding from chips into power infrastructure, data centers, software, and industrial equipment

So I think there are several areas worth focusing on next

First

AI networking

The larger the AI cluster

The more important data transmission becomes, and switches, optical modules, and networking equipment all need to be upgraded accordingly

Second

Power + cooling

No matter how powerful the GPU is

Without electricity, it can only be a decoration

AI data centers are driving up demand for the power grid, electricity supply, and cooling all at once

Third

Storage and advanced packaging

As AI models get larger

Behind-the-scenes workhorses such as HBM, memory, and advanced packaging are becoming increasingly important

So in this AI battle

NVIDIA may not be the only winner

‍#AMD市值首破万亿美元