| | February 11, 2024 | | Luke Lango Editor, Hypergrowth Investing | How to Prepare for the $7 Trillion AI Endgame ![](https://investorplace.com/wp-content/uploads/2023/01/artificial-intelligence-stocks1600.png) The AI Endgame has arrived.
That was confirmed this past Thursday night, when the Wall Street Journal reported that the world’s leading AI innovator – OpenAI CEO Sam Altman – is in discussions with every major player in the global AI industry to raise up to $7 TRILLION to reshape the global AI landscape.
Which, yes, is an order of magnitude more money than anyone or any company has ever raised in the history of capitalism.
It is bigger than Microsoft (MSFT) and Apple (AAPL ) combined — and even more money that the entire economies of Germany and the United Kingdom combined. Altman has reportedly proposed a plan to establish an AI "supergroup" and pour $7 trillion into building dozens of chip factories, data centers, and power production centers across the globe. This supergroup will comprise the U.S. and UAE governments; SoftBank (SFTBY), the largest tech investor; Taiwan Semiconductor (TSM), the largest chipmaker; Microsoft, the largest company; and several other major chipmakers, data center operators, and tech giants. Why? Because AI applications need a ton of chips, computing capacity, and energy to run effectively. We don’t have enough of any of those things. Sam – as the leader of the world’s most important AI company – knows this. So, he’s going to try and build all of that.
If he succeeds – and this supergroup does successfully pour $7 trillion into creating all the AI infrastructure the world will ever need – then that will serve as a launching pad for a global takeover of AI technologies. That’s because the things holding back AI applications today are chip, computing capacity, and energy shortages. Sam is trying to turn all those shortages into surpluses. In that world, AI models will have a pathway to becoming infinitely powerful.
This is the “endgame” for AI.
Will it work?
This is the guy who kickstarted the whole AI Boom in late 2022 with the launch of ChatGPT. Since then, the entire U.S. stock market — as measured by the S&P 500 — has added $8 trillion in value.
Sure, Sam hasn’t ever raised $7 trillion before. No one has. But he’s arguably responsible for creating $8 trillion in wealth over the past year and change. He has what it takes pull off the impossible, usher in the AI Endgame, and dramatically transform the world forever.
So – what do we do about it?
How do we end up on the winning side of this endgame? | | ADVERTISEMENT For the first time that I’ve ever heard of… a bubble is about to burst on a schedule.
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When the $6 trillion bubble pops, you want to be with them.
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I’ve spent the last several days researching exactly how to do just that. My research is not complete yet. But, thus far, I think I’ve synthesized a solid general investment strategy to win big in the AI Endgame.
Specifically, based on my research, there are four pillars to Sam’s proposed plan. Those pillars are as follows:
Chip Fabrication Plants : Sam wants to build dozens of new chip fabrication plants across the world and particularly in the U.S. It will take a lot of resources and materials to build those plants, so engineering, construction, and building materials firms in the U.S. should benefit from this chip plant construction boom. Those plants will also require a lot of unique components to run and maintain. The provider of those components – like lithography machines – should benefit, as well. Sam apparently also wants current huge chipmakers to run those plants, so the current massive chipmakers – like TSMC – should continue to be big winners in this plan.
Data Centers : Alongside chip fabrication plants, Sam also wants to build dozens of new data centers to expand cloud computing capacity to be sufficient to handle numerous advanced AI applications. Presumably, the plan is to build these data centers in America, too. Of course, this data center construction boom will also benefit domestic engineering, construction, and building materials firms. But the bigger plays here will be found in the providers of critical data center components, like networking equipment, cooling equipment, virtualization software, and more. These companies should benefit massively from a domestic data center construction boom.
Power Production Centers : The construction of all these new chip fabs and data centers will require a ton of new energy production to power them. Presumably, Sam and company will leverage all sorts of energy sources to power this new infrastructure. However, we know that Sam is particularly bullish on and excited about nuclear energy, given his investments into multiple nuclear energy startups. We therefore think it is likely that, if this AI supergroup succeeds in building out all this new AI infrastructure, a lot of this infrastructure will be powered by nuclear energy. Nuclear energy stocks should benefit here.
Software Developers : At the end of the day, if/when all this new AI infrastructure is built, it will serve as a launching pad to build, improve, and deploy even the most advanced AI software applications. This is where the big and enduring value creation will happen. We believe all of the top AI software companies will benefit here, but are particularly bullish on those AI software companies that have the closest ties to OpenAI and ChatGPT. We think those AI software stocks could end up being the bigger winners here. | | ADVERTISMENT While this massive transition could make 99% of the public worse off…You have a chance to potentially join America’s next group of millionaires. Click here for urgent video bulletin | | The Final Word We believe these four investment pillars constitute the best investment strategy to capitalize on what could be an emerging “endgame” for AI.
Better yet, we have identified the best stocks to buy in each of these pillars – and we’ve put them all together in a brand-new stock portfolio that we plan to talk about this Tuesday night, Feb. 13, at 8pm EST, in an emergency broadcast about the AI Endgame. To be sure, there is no guarantee that this is going to happen. There’s no guarantee Sam Altman pulls off the most ambitious fundraising plan in the history of capitalism.
But I think he will.
And if/when he does succeed, the world will change forever.
Let’s make sure you’re on the right side of that permanent change. Click here to reserve your seat now. | | Luke Lango Editor, Hypergrowth Investing On the date of publication, Luke Lango did not have (either directly or indirectly) any positions in the securities mentioned in this article. | | | |
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