๐ง๐ต๐ฒ ๐๐ถ๐๐ฒ ๐๐ฎ๐๐ฒ๐ฟ๐ ๐ผ๐ณ ๐๐ต๐ฒ ๐๐ ๐ฅ๐ฒ๐๐ผ๐น๐๐๐ถ๐ผ๐ป By Jensen Huang
๐ง๐ต๐ฒ ๐๐ถ๐๐ฒ ๐๐ฎ๐๐ฒ๐ฟ๐ ๐ผ๐ณ ๐๐ต๐ฒ ๐๐ ๐ฅ๐ฒ๐๐ผ๐น๐๐๐ถ๐ผ๐ป
Layer 1: Energy
$Uranium(UEC)$ $Bloom Energy Corp(BE)$ $GE Vernova Inc.(GEV)$ $Quanta(PWR)$ $Amprius Technologies Operating Inc(AMPX)$ $Vicor(VICR)$ $Vistra Energy Corp.(VST)$ $Navitas Semiconductor Corp(NVTS)$ $BWX Technologies Inc(BWXT)$ $Centrus(LEU)$ $Constellation Energy Corp(CEG)$
Layer 2: Chips
$NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Broadcom(AVGO)$ $Advanced Micro Devices(AMD)$ $ASML Holding NV(ASML)$ $ARM Holdings(ARM)$ $Marvell Technology(MRVL)$ $Applied Optoelectronics(AAOI)$ $AXT Inc(AXTI)$ $COHERENT(COHR)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Seagate Technology PLC(STX)$ $Syntec Optics Holdings, Inc.(OPTX)$ $Lumentum(LITE)$ $Ichor Holdings Ltd.(ICHR)$ $Aehr Test(AEHR)$
Layer 3: Infrastructure
$NEBIUS(NBIS)$ $IREN Ltd(IREN)$ $CoreWeave, Inc.(CRWV)$ $APPLIED DIGITAL CORP(APLD)$ $Galaxy Digital Holdings Ltd.(GLXY)$ $Oracle(ORCL)$ $Amazon.com(AMZN)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Vertiv Holdings LLC(VRT)$
Layer 4: Models
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ $NVIDIA(NVDA)$ $Amazon.com(AMZN)$
Layer 5: Applications
$Palantir Technologies Inc.(PLTR)$ $DigitalOcean Holdings, Inc.(DOCN)$ $Snowflake(SNOW)$ $UiPath(PATH)$ $Cloudflare, Inc.(NET)$ $Fastly, Inc.(FSLY)$ $Pegasystems(PEGA)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $InterDigital(IDCC)$
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