zubee
06-16

The AI data center value chain – the real enablers.

AI doesn't run without the underlying infrastructure layer:

$Advanced Micro Devices(AMD)$  – CPU compute for training and inference workloads

$Micron Technology(MU)$  – HBM memory feeding GPUs at extreme speed

$SanDisk Corp.(SNDK)$  – NAND storage for datasets and model checkpoints

$Arista Networks(ANET)$  – High-speed networking between servers and GPUs

$Marvell Technology(MRVL)$  – Data movement silicon inside AI data centers

MXL – Connectivity chips for broadband, fiber, and wireless infrastructure

$Credo Technology Group Holding Ltd(CRDO)$  – Low-latency interconnects and cable architecture for AI clusters

These aren't just "AI hype names" – they're the picks-and-shovels of compute infrastructure.

If AI scales, this stack scales first.

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