Secular Trend

AI Infrastructure

Manufacturing Intelligence

In A Nutshell

AI is the biggest opportunity of this decade.

It is already changing how the world works. From healthcare and education to finance, manufacturing, and entertainment, AI is transforming nearly every industry. It automates tasks, improves efficiency, and creates entirely new possibilities.

AI systems can learn, adapt, and come up with solutions on their own.

Unlike past revolutions that were driven by physical production, this one is powered by the creation of intelligence.

We are now manufacturing intelligence.

This is the age of intelligence.

All of this happens inside AI factories.

AI factories are today’s version of industrial plants. But instead of making physical products, they produce intelligence at scale. These factories rely on powerful computing, massive datasets, and advanced algorithms.

They take in raw inputs like text, code, images, and signals, and turn them into intelligence. Just as older supply chains moved materials, we are now building pipelines that move and process knowledge.

From training large language models to running real-time AI tools around the world, AI factories are driving the next wave of innovation.

Every company in every industry will need to operate one.

Table of Content

Semiconductors

Semiconductors

Cloud Service Providers

Cloud Service Providers

Servers

Servers

Networking

Networking

Cloud and Data Services

Cloud and Data Services

INTRODUCTION

AI Infrastructure

Sector Map

Sign up!

Tap into the best investing resources out there.

The Leading AI Infrastructure Stocks

Ticker

M. Cap

PS

PE

YTD

10MA

20MA

50MA

200MA

NUAI

389.9M

274.5

n/a

147.46%

SNDK

69.4B

9.5

n/a

93.91%

SKYT

1.5B

4.6

12.2

65.19%

TSSI

323.1M

1.4

66

55.77%

ASPI

1.1B

107.5

n/a

54.74%

APLD

10.5B

39.9

n/a

48.91%

IREN

16.4B

27.6

32.8

45.30%

GLXY

12.7B

0.3

n/a

39.42%

NNE

1.8B

0.0

n/a

38.09%

LTBR

570.4M

0.0

n/a

36.80%