Got $1,000? 3 Stocks Building the Physical Artificial Intelligence (AI) Era
AI's next big investment opportunity may not be another software company. Instead, it may be these three stocks helping build the physical infrastructure that makes the AI boom possible.
Overview
Artificial intelligence has looked like a software story for the past few years. Investors bought GPUs, cloud platforms, and model companies that can run AI models for everyday users. But there is another part of the AI boom that is becoming harder to ignore: AI requires a huge amount of physical infrastructure.
A server cannot run a large AI model without power. A rack packed with accelerators cannot operate without moving enormous amounts of data or removing the heat those chips generate. That creates an interesting opportunity for investors who want exposure to AI without buying the same handful of megacap stocks.
Details
Three companies stand out to me. They operate in very different markets, but all three are attacking physical bottlenecks created by increasingly powerful AI systems.
Source
Originally published at www.fool.com.