Despite all the hyperbole on Instagram its not clear to me that anyone is making money directly from AI chat bots and agents or when that may change. I have likened the “AI boom” to a gold rush and as with a real world gold rush the people who do best are the ones selling picks and shovels to the miners.
I haven’t seen anything to change my mind in this regard, so I am inclined to look at the supply chain and that’s quite a broad-church and includes the lies of Sandisk SNDK US and Micron MU US in the memory space. Memory is an essential component of AI chips.
Amphenol APH US which makes and supplies connectors, plugs wiring etc that link servers together in data centres. Schneider Electric SU FP which is involved in Data centre wiring and fit out. if you are looking for something thats got a bit of meme stock stock about but with AI / data centre exposure then Bloom Energy BE US, could be for you. Bloom offers alternative power solutions in the form of industrial scale hydrogen fuels cells.
