| | | | February 20, 2024 | | Luke Lango Editor, Hypergrowth Investing | How to Prepare for the Rise of Sam Altman's $7 Trillion AI Supergroup  The AI Endgame has arrived.
That was confirmed this past week, 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 more money than Microsoft (MSFT) and Apple (AAPL ) combined – and even more money that the entire economies of Germany and the United Kingdom combined. His plan is 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 shortages involving chips, computing capacity, and energy. 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? I think so.
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, how do we end up on the winning side of this endgame? | | | | ADVERTISEMENT It’s not Manhattan, Beverly Hills or Silicon Valley....
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The U.S. government could spend as much as $1 billion to develop it. Find out why in this short video | | | Preparing for the AI Endgame We ride on the coattails of OpenAI’s success. We invest in and alongside this AI supergroup as it changes the world.
I’ve spent the last several days researching exactly how to do just that. Based on that research, 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:
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 Maybe you’ve seen Goldman Sachs’s forecast that the $15.7 trillion A.I. revolution will impact 300 million jobs. But Elon Musk’s “A.I. 2.0” is already forcing organizations to ramp up those estimates. Now McKinsey analysts say it could leave 800 million unemployed, as Wired.com says 70% of occupations could be replaced. Where could you and your family stand in all this? Get Details Here. | | | The Final Word We believe the aforementioned four investment pillars form the optimal strategy to capitalize on what could be an emerging "endgame" for artificial intelligence.
Moreover, we have identified the best stocks to buy within each of these pillars, and compiled them into a new stock portfolio, which we unveiled just this week.
Don't worry. As of this writing, you still have the opportunity to purchase these stocks at what I believe are excellent prices.
However, considering the rapid growth of some of these stocks over the past year, these favorable prices may not last...
Click here now to position yourself to benefit from the $7 trillion AI Endgame. Get Prepared for the AI Endgame | | | 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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