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tz-plus logo AI Boom 2026: Where the Big Money is Really Flowing Now!

L. Kulikov
Reading Time: 3 minutes

The AI boom has changed the stage. No longer are clever chatbots driving prices, but the physical machinery behind them: chips, lithography machines, data centers. Those who want to know where capital will flow in the summer of 2026 should follow the value chain of AI infrastructure – and will encounter four clear winning industries. Memory chips form the foundation , and South Korea is supplying them. SK Hynix has early on invested in high-performance memory (HBM) for AI accelerators, supplying NVIDIA and controlling around 57% of this market....

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