Pick and Shovel AI Investing

Of course everyone knows that investing in GPUs and memory make sense when investing in AI. I feel like other pick and shovel industries haven’t yet seen the boom though like Power Generation, Electrical Equipment, and Cooling Technology. I’m curious if anyone has researched these industries and might have more insight into which companies could be the leaders in these technologies and might see the next wave of a boom? submitted by /u/0dojob0 [link] [comments]