The Entire AI Supply Chain (I think)

From Datacenters & Semiconductors to Data & AI Applications

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I never thought much about Artificial Intelligence. I’ve always been more of a space nut. Even when I saw movies like “AI” and “2001: A Space Odyssey” (I got a lot of early inspiration from movies), I never quite understood the gravity of what AI will do to our society.

I think I truly understood the scope of AI about 2 years ago, just around the time I wrote my article “How Much Would You Pay For a General Purpose Humanoid Robot?”.

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A few days ago, I would have told you that we are now maybe in the 4th innings of the AI race (out of a total 9). But after the most recent Nvidia earnings, I think we are still in the 2nd or 3rd innings.

We see $3 trillion to $4 trillion in AI infrastructure spend by the end of the decade.

- Nvidia CEO Jensen Huang.

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Kinda feel like it is still early. So here is a list of the AI supply chain, generated after a lot of back and forth with the help of - AI, of course. And let me stress on this a little bit. It took me hours of feeding the AI stock names and tickers and various parts of the AI supply chain to make sure I get this somewhat complete supply chain.

This list is by no means exhaustive but it provides a pretty good outline and framework to understand AI and how it is unfolding.

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Before we get into AI-assisted supply chain, here is a list of stocks that I hold, out of the ones recommended by AI and what I’m currently doing with that position.

I DO NOT hold all the stocks mentioned in the AI generated section. My holdings are limited to the following: