The new AI Infrastructure Boom: Who profits from Neoclouds, Chips, and Power!

The AI story on the stock markets gets a new second layer. After the initial focus on NVIDIA and the major hyperscalers, infrastructure is now coming to the forefront: data centers, networks, storage, and energy are becoming the critical bottlenecks of the next investment cycle. It is precisely here that the most exciting winning sectors are currently emerging. At the center are the so-called Neoclouds. These providers do not build broadly established standard clouds, but rather specialized AI infrastructure for compute-intensive applications....