AI infrastructure is now officially critical infrastructure

Tiger_Chart
11-28

AI infrastructure is now officially critical infrastructure:

Foundry: $Taiwan Semiconductor Manufacturing(TSM)$ $Intel(INTC)$ $TSM $INTC

Chips: $NVIDIA(NVDA)$ $Broadcom(AVGO)$ $Advanced Micro Devices(AMD)$ $ASML Holding NV(ASML)$ $ARM Holdings(ARM)$

Memory: $SanDisk Corp.(SNDK)$ $Seagate Technology PLC(STX)$ $Micron Technology(MU)$ $Western Digital(WDC)$ $Pure Storage(PSTG)$

Networking: $Credo Technology Group Holding Ltd(CRDO)$ $Arista Networks(ANET)$ $Amphenol(APH)$ $Ciena(CIEN)$

Optics: $Lumentum(LITE)$ $Applied Optoelectronics(AAOI)$ $Astera Labs, Inc.(ALAB)$ $COHERENT(COHR)$ $Semtech(SMTC)$

Hyperscalers: $Alphabet(GOOGL)$ $Microsoft(MSFT)$ $Amazon.com(AMZN)$ $Oracle(ORCL)$

Neocloud: $NEBIUS(NBIS)$ $CoreWeave, Inc.(CRWV)$ $APPLIED DIGITAL CORP(APLD)$ $Galaxy Digital Holdings Ltd.(GLXY)$ $New Era Helium Inc(NUAI)$

HPC Miners: $IREN Ltd(IREN)$ $TeraWulf Inc.(WULF)$ $Cipher Mining Inc.(CIFR)$ $Hut 8 Mining Corp(HUT)$

Manufacturing: $Celestica(CLS)$ $Flex Ltd(FLEX)$ $Fabrinet(FN)$ $Sanmina(SANM)$

Servers: $Vertiv Holdings LLC(VRT)$ $Dell Technologies Inc.(DELL)$

Batteries: $Eos Energy Enterprises Inc.(EOSE)$ $Solid Power, Inc(SLDP)$ $Fluence Energy, Inc.(FLNC)$

Energy: $Vistra Energy Corp.(VST)$ $Constellation Energy Corp(CEG)$ $Centrus(LEU)$ $Oklo Inc.(OKLO)$ $Bloom Energy Corp(BE)$ $Talen(TLN)$ $GE Vernova Inc.(GEV)$

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