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
INTRODUCTION
AI Infrastructure
Sector Map
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The Leading AI Infrastructure Stocks
Ticker
M. Cap
PS
PE
YTD
10MA
20MA
50MA
200MA

OKLO
10.5B
0.0
n/a
236.90%

LEU
3.5B
0.0
32.7
208.55%

CRWV
50.8B
8.5
n/a
167.03%

LTBR
308.0M
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164.78%

SMR
12.6B
45.1
n/a
139.26%

TSSI
677.8M
1.8
76.5
123.88%

NVTS
1.5B
7.8
n/a
117.49%

AMSC
2.4B
3.0
136.1
112.87%

CLS
22.4B
1.1
42.3
109.85%

PLTR
364.1B
59.4
673.7
102.45%