Here are Some of the Key Beneficiaries of Projects like this

ShayBoloor
10:47

The $500B AI Infrastructure 'Stargate' initiative is just the start of what I expect will be a series of major investments under Trump's presidency -- here are some of the key beneficiaries of projects like this 🧐

• $NVIDIA(NVDA)$ -- The Brain Driving AI Acceleration

• $Tesla Motors(TSLA)$ -- The Visionary Powering AI with Sustainable Energy

• $Oracle(ORCL)$ -- The Architect of Enterprise AI Solutions

• $Broadcom(AVGO)$ -- The Engine Connecting AI Networks

• $Advanced Micro Devices(AMD)$ -- The Challenger Fueling Versatile AI

Compute

• $Intel(INTC)$ -- The Legacy Power Revitalizing AAI

Infrastructure

• $Micron Technology(MU)$ -- The Memory Powering High-Speed AI Workloads

• $Dell Technologies Inc.(DELL)$ -- The Backbone for Scalable Server Solutions

• $Marvell Technology(MRVL)$ -- The Innovator in AI-Optimized Networking and Storage

• $Equinix(EQIX)$ - The Global Hub for AI Data Center Connectivity

• $Arista Networks(ANET)$ -- The Leader in High-Performance AI Networking

• $SUPER MICRO COMPUTER INC(SMCI)$ -- The Specialist Optimizing AI Hardware for Data Centers

• $Pure Storage(PSTG)$ -- The Storage Platform Enabling AI Data Accessibility

• $Vertiv Holdings LLC(VRT)$ -- The Provider of Reliable Cooling and Power for AI

• $Astera Labs, Inc.(ALAB)$ -- The Accelerator Enhancing Data for AI Innovation

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