I would choose A: AI Compute & Optical Networking (NVDA, TSM, LITE).
The reason is simple:
In the AI era, it’s not only about software. It’s also about the companies “selling the shovels.” Whether it’s large AI models, AI agents, or data centers, they all need chips, advanced manufacturing, and high-speed optical connections.
NVDA: Provides GPUs and AI systems and is at the core of the AI infrastructure chain.
TSM: Manufactures advanced chips. Without TSMC, many AI chips cannot be produced.
LITE: Benefits from growing demand for high-speed optical connections between data centers.
I also see two areas that are easy to overlook:
JCI (Johnson Controls): AI data centers need cooling, HVAC, and building systems.
KEYS (Keysight): As AI networks become more complex, demand for testing equipment should grow.
The AI market is evolving:
Stage 1: Buy GPUs.
Stage 2: Build the data centers.
Stage 3: Invest in everything that supports them — power, cooling, optical networ
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- 0billionaire·10-06The training to inference shift matters too — optical demand usually broadens after GPU spend, not at the exact same time. LITE probably gets its cleaner setup when cluster interconnect becomes the bottleneck 👀1Report