AI Infrastructure TAM Expands Beyond GPUs
Traders are rotating focus from pure GPU plays (NVDA) to broader AI infrastructure beneficiaries: CPUs, memory, power generation, and data-center networking. NVIDIA itself is deploying $40B+ in equity investments across the stack, signaling maturation of the capex cycle and shift toward supporting infrastructure (power, cooling, connectivity, edge chips).
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Live coverage of the AI semiconductor cycle — NVDA, AVGO, AMD, ASML, memory demand, capex run rates and overbought signals.