The 4 Phases of the AI Revolution
Phase 1: Infrastructure
- Chips: $NVIDIA(NVDA)$ $Broadcom(AVGO)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Arista Networks(ANET)$ $Marvell Technology(MRVL)$
- Data Centers: $Oracle(ORCL)$ $Amazon.com(AMZN)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Vertiv Holdings LLC(VRT)$ $SUPER MICRO COMPUTER INC(SMCI)$ $Dell Technologies Inc.(DELL)$ $Hewlett Packard Enterprise(HPE)$
- Power: $Vistra Energy Corp.(VST)$ $Constellation Energy Corp(CEG)$ $Public Service Enterprise Group Inc(PEG)$ $Quanta(PWR)$
- Nuclear: $GE Vernova Inc.(GEV)$ $BWX Technologies Inc(BWXT)$ $NANO Nuclear Energy Inc(NNE)$ $NuScale Power(SMR)$ $Oklo Inc.(OKLO)$
- Data: $ServiceNow(NOW)$ $Palantir Technologies Inc.(PLTR)$ $Snowflake(SNOW)$ $GitLab, Inc.(GTLB)$ $Datadog(DDOG)$ $MongoDB Inc.(MDB)$ $Innodata(INOD)$
Phase 2: Edge AI
$Apple(AAPL)$ $Qualcomm(QCOM)$ $Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$
Phase 3: Agentic AI
$Salesforce.com(CRM)$ $HubSpot(HUBS)$ $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ $ServiceNow(NOW)$ $NVIDIA(NVDA)$
Phase 4: Physical AI
$Tesla Motors(TSLA)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $NVIDIA(NVDA)$ $Amazon.com(AMZN)$ $Aurora Innovation(AUR)$ $Intuitive Surgical(ISRG)$
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Comments
Nice chart!!