06/17/2026
๐ SPOCKโS AI INFRASTRUCTURE WATCH ๐
Most investors focus on AI chips. The bigger opportunity may be the entire ecosystem powering the AI revolution.
Every AI data center requires:
โก Massive power generation
โ๏ธ Advanced cooling systems
๐ง Reliable water infrastructure
๐ High-speed networking
๐ฅ๏ธ Semiconductors and memory
The market sees NVIDIA. I see the entire value chain.
From semiconductors and networking to power, cooling, and nuclear energy, AI growth depends on much more than GPUs alone.
My focus remains on identifying the companies supplying the critical infrastructure that will power the next decade of AI expansion.
The market sees chips.
SPOCK sees systems. ๐