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OpenAI, Google, and Meta just committed $200+ billion to AI infrastructure

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It's 1995 for AI (and these are the Cisco and Oracle equivalents) ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  

Logo: Schaeffer's Investment Research

A message from Trading Tips

By 2030, AI will add $15.7 trillion to the global economy.

That's more than the current GDP of China and India combined.

But here's what most investors miss: The companies building AI's foundation today will capture the lion's share of that wealth.

Not the chatbot makers. Not the app developers. The infrastructure providers.

Think about it: Every AI model needs three things:

  • Chips to process the data
  • Memory to store it
  • Networks to move it

Our new report reveals the 10 companies dominating these categories:

  • The chip maker with 90%+ market share in AI GPUs (earnings catalyst November 19)
  • The memory supplier whose entire 2025 production is already sold out
  • The networking company with 44.73% operating margins building AI data center fabrics
  • The custom chip designer with a $100+ billion backlog from hyperscalers

These aren't speculative bets on what AI might do someday. These are the companies making AI possible right now.

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One reported $35.6 billion in data center revenue last quarter alone. Another is growing at 121% year-over-year. A third just hit 67% EBITDA margins.

Get your free copy of this report.

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The infrastructure is being built today. The profits will follow for decades.



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