15 DIRECT BENEFICIARIES FROM $META, $GOOGL & $MSFT STRONG EARNINGS
1. $NVDA -- central to Big Tech’s AI build-out, supplying the GPUs, networking & full-stack systems powering next-gen agentic models.
2. $AVGO -- delivers the custom silicon & high-speed interconnects Big Tech needs to integrate Nvidia-class AI architectures with minimal latency.
3. $PLTR -- enables Big Tech–scale AI deployments, acting as the real-world decision engine for LLM model infra.
4. $TSM -- produces every advanced Nvidia AI chip Big Tech relies on, with CoWoS & advanced packaging critical to performance.
5. $AMD -- offers the primary GPU alternative for Big Tech as demand pushes beyond Nvidia’s current supply.
6. $ARM -- powers Big Tech’s push into edge AI, delivering low-power compute cores for distributed, real-time workloads.
7. $ASML -- provides the EUV lithography required to manufacture the cutting-edge chips fueling Big Tech's AI acceleration.
8. $CEG -- supplies the clean, baseload power Big Tech’s AI data centers require as energy demands surge.
9. $ANET -- delivers the high-throughput networking that keeps Big Tech’s Nvidia GPU clusters operating at peak efficiency.
10. $AMAT -- provides the advanced manufacturing tools needed to build and package the chips behind Big Tech's AI roadmaps.
11. $VRT -- ensures uptime for Big Tech’s AI clusters with advanced cooling and power infrastructure.
12. $ALAB -- removes GPU-to-memory bottlenecks for Big Tech workloads through high-bandwidth PCIe & CXL connectivity.
13. $NVTS -- partnered with Nvidia to develop next-gen power conversion tech, positioned to scale with AI data center build-outs expected to peak by 2027.
14. $NBIS -- captures hyperscaler overflow as AI compute demand outstrips supply, providing elastic GPU infrastructure for burst training & inference.
15. $MU -- supplies the high-bandwidth memory (HBM) essential for training & inference at Big Tech’s scale, maximizing GPU throughput.
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