THE 8 LAYERS OF THE REAL-WORLD AI BOOM
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THE 8 LAYERS OF THE REAL-WORLD AI BOOM
1. $NVIDIA(NVDA)$ , $Advanced Micro Devices(AMD)$ , $ASML Holding NV(ASML)$ , $ARM Holdings(ARM)$ & $Broadcom(AVGO)$ design & manufacture the processors that AI models run on.
2. Those chips only work at scale because of networking & optics where $Arista Networks(ANET)$ , $Credo Technology Group Holding Ltd(CRDO)$ , $Ciena(CIEN)$ , $Lumentum(LITE)$ & $Applied Optoelectronics(AAOI)$ move massive amounts of data between servers, racks & entire data centers so AI systems can operate as one.
3. $Vertiv Holdings LLC(VRT)$ & $Dell Technologies Inc.(DELL)$ then provide the physical systems like the servers, cooling & power management that keep AI systems running nonstop under extreme loads.
4. Memory & storage make AI intelligence usable where $Micron Technology(MU)$ , $SanDisk Corp.(SNDK)$ , $Western Digital(WDC)$ , $Seagate Technology PLC(STX)$ & $Pure Storage(PSTG)$ store the data that models are trained on & pull from when they generate answers.
5. Behind the scenes are the compute operators like $IREN Ltd(IREN)$ , $Cipher Mining Inc.(CIFR)$ & $TeraWulf Inc.(WULF)$ which supply large-scale, power-secured infrastructure capable of running AI workloads continuously.
6. Because AI power demand isn’t smooth that means battery & energy storage become critical where $Eos Energy Enterprises Inc.(EOSE)$ & $Fluence Energy, Inc.(FLNC)$ stabilize load by storing energy & releasing it when data-center demand spikes.
7. None of this works without electricity which $Vistra Energy Corp.(VST)$ , $Constellation Energy Corp(CEG)$ , $Talen(TLN)$ $Oklo Inc.(OKLO)$ , $Bloom Energy Corp(BE)$ & $GE Vernova Inc.(GEV)$ generate & manage to keep AI running 24/7.
8. On top of all of this sit the cloud platforms like $Microsoft(MSFT)$ , $Alphabet(GOOGL)$ , $Amazon.com(AMZN)$ & $Oracle(ORCL)$ along with neoclouds like $NEBIUS(NBIS)$ , $Galaxy Digital Holdings Ltd.(GLXY)$ , $CoreWeave, Inc.(CRWV)$ & $APPLIED DIGITAL CORP(APLD)$ which turn raw infrastructure into AI capacity that companies rent by the hour.
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