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AI Compute Infrastructure, Servers & Power
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The AI hardware complex has been de-rated hard after the China chip unwind, yet AI compute capacity is still being built. This basket holds companies that rent out, build or design the compute itself. It covers neoclouds, server makers and accelerator or memory suppliers, many of them far below their highs. Power and water limits are a live constraint on how fast that buildout can go.
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The AI hardware complex has been de-rated hard after the China chip unwind, yet AI compute capacity is still being built. This basket holds companies that rent out, build or design the compute itself. It covers neoclouds, server makers and accelerator or memory suppliers, many of them far below their highs. Power and water limits are a live constraint on how fast that buildout can go. Launch basket (equal weight): CRWV, NBIS, IREN, SMCI, DELL, CBRS, VRT, ALAB, BE Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.
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