The AI race isn't really about picking which model wins — it's more about the infrastructure every model runs on.
Platforms like AWS Bedrock, Google's Model Garden, and Microsoft Foundry already support hundreds or even thousands of AI models. Switching between models is easy, but every single one still needs massive compute, power, cooling, fiber, and data center capacity.
That's why I'm focused on the infrastructure layer. As AI adoption keeps accelerating, compute demand keeps rising regardless of whether OpenAI, Gemini, Grok, or some other model ends up leading.
$IREN Ltd(IREN)$ , $NEBIUS(NBIS)$ , and $CoreWeave, Inc.(CRWV)$ are positioned to benefit from expanding AI cloud capacity. $New Era Helium Inc(NUAI)$ takes an earlier approach, targeting the power bottleneck with its behind-the-meter strategy and a planned Texas campus exceeding 1.4GW.
The model leaders may shift over time, but compute demand keeps growing. My highest conviction remains in $IREN Ltd(IREN)$ and $New Era Helium Inc(NUAI)$ , while I stay bullish on the broader AI infrastructure theme.
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