AI Infrastructure Buildout

“i love u”

aiinfrastructuresemiconductorsdata centersby anon · last month

The AI boom is driving massive demand for compute, networking, and power. Companies providing the physical and logical infrastructure for AI data centers are set to benefit. We're focusing on the picks and shovels of AI, from chips to cooling to energy. This basket concentrates on the most direct beneficiaries with strong growth potential.

Holdings: 12
Largest: 18%
Pillars: 3
Revisions: 1

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How it breaks down

Compute

60%

Companies providing the core chips, memory, and cloud compute for AI workloads.

Infrastructure

33%

Companies building the physical and networking infrastructure for data centers.

Energy

Power providers enabling the massive electricity consumption of AI data centers.

Holdings

Every position, why it is here, and its token on chain. Weights sum to exactly 100%.

Weight	Ticker	Company	Why it is here	Token
18%	NVDA	NVIDIA	NVIDIA's GPUs are the de facto standard for AI training, making it the primary beneficiary of AI infrastructure spending.	0xd060…9EEC
12%	AVGO	Broadcom	Broadcom provides custom AI accelerators and networking chips for hyperscalers, directly tied to data center buildouts.	0x156E…fbcF
10%	VRT	Vertiv Holdings Co	Vertiv supplies thermal management and power solutions for data centers, essential for handling AI's high-density compute.	0xFA78…5fB7
10%	ANET	Arista Networks	Arista Networks sells high-speed Ethernet switches that are critical for AI cluster networking.	0x28bA…d1Bf
9%	AMD	AMD	AMD's MI300 series offers a competitive alternative for AI compute, gaining share in the data center market.	0x8692…3fdC
8%	SMCI	Super Micro Computer	Super Micro provides complete server and storage solutions optimized for AI, with rapid growth from AI server demand.	0xc01a…562a
8%	TSM	Taiwan Semiconductor Manufacturing	TSMC manufactures the advanced chips that power AI, making it a foundational player in the supply chain.	0x58Ff…e7AA
7%	CEG	Constellation Energy Corporation	Constellation Energy supplies carbon-free power to data centers, addressing AI's enormous electricity needs.	0xaE51…e94a
6%	MRVL	Marvell Technology	Marvell's custom silicon and networking solutions are key for data center interconnects and AI accelerators.	0x62fd…f13B
5%	DELL	Dell	Dell is a major provider of AI servers and storage, benefiting from enterprise AI adoption.	0x941A…11Dd
5%	MU	Micron Technology	Micron's high-bandwidth memory (HBM) is essential for AI GPUs, with strong demand from data center customers.	0xfF08…4afD
2%	CRWV	CoreWeave	CoreWeave operates GPU cloud services for AI, directly monetizing the AI compute demand.	0x5f10…49C3

NVDANVIDIA18%
NVIDIA's GPUs are the de facto standard for AI training, making it the primary beneficiary of AI infrastructure spending.
0xd060…9EEC
AVGOBroadcom12%
Broadcom provides custom AI accelerators and networking chips for hyperscalers, directly tied to data center buildouts.
0x156E…fbcF
VRTVertiv Holdings Co10%
Vertiv supplies thermal management and power solutions for data centers, essential for handling AI's high-density compute.
0xFA78…5fB7
ANETArista Networks10%
Arista Networks sells high-speed Ethernet switches that are critical for AI cluster networking.
0x28bA…d1Bf
AMDAMD9%
AMD's MI300 series offers a competitive alternative for AI compute, gaining share in the data center market.
0x8692…3fdC
SMCISuper Micro Computer8%
Super Micro provides complete server and storage solutions optimized for AI, with rapid growth from AI server demand.
0xc01a…562a
TSMTaiwan Semiconductor Manufacturing8%
TSMC manufactures the advanced chips that power AI, making it a foundational player in the supply chain.
0x58Ff…e7AA
CEGConstellation Energy Corporation7%
Constellation Energy supplies carbon-free power to data centers, addressing AI's enormous electricity needs.
0xaE51…e94a
MRVLMarvell Technology6%
Marvell's custom silicon and networking solutions are key for data center interconnects and AI accelerators.
0x62fd…f13B
DELLDell5%
Dell is a major provider of AI servers and storage, benefiting from enterprise AI adoption.
0x941A…11Dd
MUMicron Technology5%
Micron's high-bandwidth memory (HBM) is essential for AI GPUs, with strong demand from data center customers.
0xfF08…4afD
CRWVCoreWeave2%
CoreWeave operates GPU cloud services for AI, directly monetizing the AI compute demand.
0x5f10…49C3

What breaks this

Written by the same model that built the basket, and not edited to sound better.

01Concentration in AI narrative: If AI spending slows or fails to meet expectations, all holdings could decline together.
02Cyclicality of semiconductors: The chip industry is cyclical, and a downturn could hurt earnings for many holdings.
03Geopolitical risks: Reliance on TSMC for manufacturing exposes the basket to Taiwan-related tensions.
04Power constraints: Inadequate power supply could delay data center projects, impacting companies like VRT and CEG.
05Valuation risk: Many of these stocks trade at high multiples, leaving little room for error in execution.

Changelog

Every revision to this basket, who made it, and when. A theory is allowed to change its mind in public.

by the modelSep 6, 2026
Basket created from the thesis. 12 holdings.

How this basket was made

Source: Generated
Model: deepseek-chat
Chain: Robinhood Chain · 4663
Created: Sep 6, 2026

The model was given the full list of equities tokenized on Robinhood Chain and could only pick from it. Token addresses were attached afterwards from that same list, so a ticker the model invented would have been dropped rather than shown here. This is not investment advice and it has not been backtested.