 Practical Investment Analysis for the New Energy EconomyThe BIGGER AI Opportunity Is in Infrastructure, NOT SoftwareJensen Huang just said something most investors still haven't internalized:
Not software. Not apps. Infrastructure. Power generation. Grids. Data centers. Factories. Materials. The AI models already work. Now the physical buildout has to catch up. AI doesn't scale on code. It scales on electricity, metals, and hard assets. No power → no AI. No grid → no AI. No materials → no AI. Yet Wall Street is still pricing this like a tech cycle — not an infrastructure one. The assets that sit directly beneath the AI buildout — the chokepoints — still trade like afterthoughts. Small caps. Sub-$4 stocks. Multi-billion-dollar resource systems. That mismatch doesn't last. The biggest gains come before infrastructure is obvious — not after it's built. I've mapped four U.S. resource chokepoints sitting directly beneath the AI infrastructure boom Huang says will cost trillions. To your wealth,
Brian Hicks
|
Thursday, February 26, 2026
The BIGGER AI Opportunity Is in Infrastructure, NOT Software
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment