Locator: 51772THEAISTACK.
A nice graphic summary of where "we" are, link here. The link has much more information about each of the companies mentioned in the AI stack.
This graphic should help AI investors understand what's going on -- and, best of all, it's a finite list of companies at each level.
- we get a nice graphic, hyperscalers vs neoclouds.
- six hyperscalers, though Oracle is of particular interest;
- of the six neoclouds, CoreWeave is perhaps the most well-known
- At the hardware level, Apple is not noted, but
- Apple has suggested they plan to be part of the AI buildout with their M8 chips.
