I will share personal watchlists related to AI data centers ...
I will share personal watchlists related to AI data centers centered on NVIDIA. I hope it will be helpful to you.
1 ️ EK Hardware Provider - NVIDIA Corporation $NVDA: As you know, it's a leader in GPUs and AI chips, and plays a central role in AI data centers.
- Taiwan Semiconductor Manufacturing Company $TSM: It is the world's number one semiconductor manufacturing company and undertakes NVIDIA's GPU manufacturing.
- ARM Holdings plc $ARM: ARM's semiconductor design is energy efficient and can provide scalable processors, which can improve AI data center performance and efficiency. We are collaborating with NVIDIA to build CPUs for data centers.
- Super Micro Computer, Inc. $SMCI: Provides server and storage solutions and provides a hardware platform that optimally utilizes NVIDIA GPUs. We have strengths in short delivery times for the latest GPUs due to our long relationship with NVIDIA, and direct water cooling systems.
- Micron Technology, Inc. $MU: supplies memory and storage to NVIDIA to support high-speed data access and processing.
- Amphenol Corporation $APH: Connectors and interface solutions to ensure hardware connectivity within data centers.
- Eaton Corporation, PLC $ETN: Provides power management solutions to improve data center energy efficiency and stability.
- Vertiv Holdings, LLC $VRT: Provides data center infrastructure management and cooling systems to optimally operate NVIDIA hardware.
2 ️ ECT SOFTWARE AND CLOUD PROVIDER - Microsoft Corporation $MSFT: Azure cloud services enable large-scale AI training and inference using NVIDIA GPUs. It has a deep relationship with OpenAI and is NVIDIA's largest customer.
- Alphabet Inc. (Google) $GOOGL: Provides cloud services through Google Cloud and supports AI solutions using NVIDIA GPUs. There is momentum in the development of Gemini, which is a unique LLM model.
- Amazon Inc. $AMZN: Provides cloud services through AWS and supports AI solutions using NVIDIA GPUs. The cloud has the largest market share and supports training and inference execution for many AI services.
- CrowdStrike Holdings, Inc. $CRWD: Strengthen data center security with cybersecurity solutions.
- Datadog, Inc. $DDOG: supports stable operation of AI services with a cloud monitoring and security platform.
- Elastic N.V. $ESTC: A search and data analysis platform that supports training data preparation and RAG.
- Confluent, Inc. $CFLT: Provides a data stream platform and supports real-time data processing and analysis. We provide effective solutions when real-time performance is required during learning or RAG execution.
3 ️ ESG Infrastructure and Energy Management
- GE Vernova Inc. $GEV: Provides energy solutions and supports a sustainable energy supply for data centers.
- Quanta Services, Inc. $PWR: Responsible for building physical infrastructure for data centers and power transmission facilities, enabling reliable operation.
- Sterling Infrastructure, Inc. $STRL: Responsible for infrastructure development and supports the construction and operation of data centers.
- Aspen Aerogels, Inc. $ASPN: Provides high-performance insulation to improve cooling efficiency in power equipment and data centers.
- Oklo Inc. $OKLO: We plan to provide innovative energy supply solutions using small modular reactors (SMR). Sam Altman of OpenAI will be the representative.
4 ️ ︎ Other related companies Other companies will provide complementary technology and AI services.
- Palantir Technologies Inc. $PLTR: Provides big data analysis software and enables analysis of large data sets using NVIDIA GPUs. There is a strong connection with the nation.
- Recursion Pharmaceuticals, Inc. $RXRX: We conduct pharmaceutical research using AI and perform large-scale data analysis and simulations using NVIDIA GPUs. This accelerates the process of developing new drugs. It has received large-scale investment from NVIDIA and has the largest GPU resources among biotech companies.
- Tesla, Inc. $TSLA: A company famous for EVs, it is a customer that buys large quantities of NVIDIA GPUs for autonomous driving solutions and robotics training. It also provides energy solutions and battery storage, and aims to achieve smart grit.
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.