TSLA
Tesla
-- 222.150 NVDA
NVIDIA
-- 106.980 PLTR
Palantir
-- 76.380 TSM
Taiwan Semiconductor
-- 170.650 AAPL
Apple
-- 227.480 
I will share my personal watchlist related to AI datacenter ...
Sharing a personal watchlist related to AI data centers with NVIDIA at the center. I hope it can be helpful in some way.
1️⃣ Hardware provider - NVIDIA Corporation $NVDA: As you know, it is a leader in GPUs and AI chips, and plays a central role in AI data centers.
- Taiwan Semiconductor Manufacturing Company $TSM: The world's leading semiconductor manufacturing company, responsible for manufacturing NVIDIA's GPUs.
- ARM Holdings plc $ARM: ARM's semiconductor design is energy-efficient, and it can provide scalable processors, thus improving the performance and efficiency of AI data centers. It is working with NVIDIA to build CPUs for data centers.
- Super Micro Computer, Inc. $SMCI: Provides server and storage solutions and offers hardware platforms that optimize the use of NVIDIA's GPUs. It benefits from the long-standing relationship with NVIDIA, resulting in shorter delivery times for the latest GPUs and has strengths in direct water cooling systems.
- Micron Technology, Inc. $MU: Supplies memory and storage to NVIDIA, supporting fast data access and processing.
- Amphenol Corporation $APH: Ensures hardware connections in data centers with its connector and interface solutions.
Eaton Corporation, PLC $ETN: Provides electrical management solutions to improve energy efficiency and stability of data centers.
Vertiv Holdings, LLC $VRT: Provides management of data center infrastructure and cooling systems to optimize the operation of NVIDIA's hardware.
2️⃣ Software and cloud provider - Microsoft Corporation $MSFT: Azure cloud services enable large-scale AI training and inference using NVIDIA GPUs. Deeply connected with OpenAI and NVIDIA's largest customer.
Alphabet Inc. (Google) $GOOGL: Provides cloud services through Google Cloud, supporting AI solutions using NVIDIA GPUs. Strong momentum in developing unique LLM model Gemini.
Amazon inc. $AMZN: Provides cloud services through AWS, supporting AI solutions using NVIDIA GPUs. Holds the top position in cloud share, supporting training and inference execution of many AI services.
CrowdStrike Holdings, Inc. $CRWD: Enhances data center security with cybersecurity solutions.
Datadog, Inc. $DDOG: Supports stable operation of AI services with cloud monitoring and security platform.
Elastic N.V. $ESTC: Assists in preparing learning data and supporting RAG with search and data analysis platform.
Confluent, Inc. $CFLT provides a datastream platform that supports real-time data processing and analysis. It offers effective solutions when real-time performance is required for learning and RAG execution.
3️⃣ Infrastructure and energy management
GE Vernova Inc. $GEV provides energy solutions and supports sustainable energy supply for datacenters.
Quanta Services, Inc. $PWR is responsible for the physical infrastructure construction of datacenters and power transmission facilities to achieve reliable operation.
Sterling Infrastructure, Inc. $STRL is responsible for infrastructure development and supports the construction and operation of datacenters.
Aspen Aerogels, Inc. $ASPN provides high-performance insulation materials to improve the cooling efficiency of power facilities and datacenters.
Oklo Inc. $OKLO plans to provide innovative energy supply solutions using small modular reactors (SMRs). It is led by Sam Altman, the representative of OpenAI.
4️⃣ Other related companies Other companies provide complementary technologies and AI services.
Palantir Technologies Inc. $PLTR: Provides big data analytics software and utilizes NVIDIA's GPU for analyzing large datasets. It has strong connections with the government.
Recursion Pharmaceuticals, Inc. $RXRX: Conducts pharmaceutical research using AI and utilizes NVIDIA's GPU for large-scale data analysis and simulation. This speeds up the drug development process. It has received significant investment from NVIDIA and holds the largest GPU resources among biotech companies.
Tesla, Inc. $TSLA: A well-known company in the EV industry, it is a customer that purchases a large quantity of NVIDIA's GPUs for autonomous driving solutions and training in the robotics field. It also provides energy solutions and battery storage, aiming to achieve a smart grid.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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狐の尻尾 : I was doing NQ100 as a CFD, but since the unit price went up and it was tough, individual stocks came and the information was helpful.