If you think it’s too late to educate yourself on AI and the infrastructure buildout underpinning it, think again.

AI infra spending is still rising (hyperscaler capex >$450bn this year) and represents trillions in the next few years.

Learn all about the opportunities within the AI data center value chain in this deep dive I published along with Felix.

The explosive growth of AI is fueling one of the biggest infrastructure build outs we've seen in decades and at the heart of it all are data centers. From semiconductors and industrials to utilities and real estate, a wide range of sectors are lining up to benefit.

Dive into companies benefiting from this megatrend with deep dives into 19 of the top beneficiaries of the AI boom (including Nvidia, Cadence, Oracle, OpenAI and many electrification and hidden opportunities, all of which you can find on the “AI & Data Centers” tab on my newsletter), and there’s a lot more coming over the next weeks and months including Broadcom this week.

Read/listen to the article to understand why we’re entering a Golden Age of AI, how the rapid rise of AI infrastructure is driving an electricity boom, and how the entire AI ecosystem is forming around it. We walk you through the full AI data center value chain, from sand to smart robots, highlight key players across every vertical, and even start asking the bigger question: what’s the endgame for AI?