$NVDA Is No Longer the Whole AI Story, $AMD, $MU & $ANET Are Powering AI’s Next Evolution
The AI supercycle is no longer about $NVIDIA(NVDA)$
AI is no longer ONLY GPU driven.
As AI agents begin reasoning, scheduling, retrieving memory, calling tools, and operating software autonomously…the CPU ratio is shifting massively.
That changes EVERYTHING for AI infrastructure.
The bottleneck is no longer just compute.
Now it’s:
• CPUs → $Advanced Micro Devices(AMD)$ $Intel(INTC)$ $ARM Holdings(ARM)$
• GPUs → $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$
• Memory → $Micron Technology(MU)$ $SK Hynix, Inc.(HXSCL)$
• Networking → $Arista Networks(ANET)$ $Broadcom(AVGO)$ $Marvell Technology(MRVL)$
• Cooling → $Vertiv Holdings LLC(VRT)$
• Power generation → $Constellation Energy Corp(CEG)$ $Vistra Energy Corp.(VST)$
• Electrical infrastructure → $Eaton Corp PLC(ETN)$
• Fiber optics / photonics → $COHERENT(COHR)$ $Lumentum(LITE)$ $Applied Optoelectronics(AAOI)$
• AI factories / data centers → $IREN Ltd(IREN)$ $CoreWeave, Inc.(CRWV)$ $Amazon.com(AMZN)$ $Microsoft(MSFT)$
The real opportunity is the ENTIRE AI infrastructure stack.
This is why trillions of dollars will flow into AI over the next decade.
We are only year 3 of a 15-year AI supercycle.
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