Every layer of the AI trade is now financially linked.
• Upstream are the chipmakers like $NVIDIA(NVDA)$ , $Taiwan Semiconductor Manufacturing(TSM)$ , $ASML Holding NV(ASML)$ , $Advanced Micro Devices(AMD)$ & $Intel(INTC)$ .
• Midstream are the compute utilities like $NEBIUS(NBIS)$ , $CoreWeave, Inc.(CRWV)$ , $Cipher Mining Inc.(CIFR)$ , $TeraWulf Inc.(WULF)$ , $Galaxy Digital Holdings Ltd.(GLXY)$ , & $IREN Ltd(IREN)$ .
• Downstream are the model builders like $Microsoft(MSFT)$ , $Alphabet(GOOGL)$ , $Amazon.com(AMZN)$ & $Meta Platforms, Inc.(META)$ .
It’s a closed loop now. Every dollar of AI revenue flows right back into power, chips & data centers.
For the first time in tech history, the top & bottom of the stack move together in real time.
Wild.
Flowchart diagram illustrates financial interconnections in AI sector with circles representing entities like Ambience connected to Harvey AI OpenAI Nebius CoreWeave with labels such as $50B $9T $300B arrows showing OpenAI deploys $5B $500M up to $10B shares OpenAI in Nvidia up to 160 million buy GPUs AMD delivers $4B $300M cloud $3B Oracle on deal with Oracle spends tens Nvidia chips $1B Mistral Figure AI xAI $1B AMD Oracle Nsclae source Bloomberg News reporting.
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