- Entry
- $1,163.78
- Final
- $1,306.45 +12.3%
- Target
- —
- Score
- +1.00
Everyone's focused on Nvidia, AMD, and Broadcom. But if you look at where the actual capex is flowing in the AI infrastructure build-out, the real winners are in the "picks and shovels" category. The capex story: The hyperscalers (Google, Amazon, Meta, Microsoft) are planning record capex for 2026 - we're talking hundreds of billions of dollars. But here's the thing: they're not just buying GPUs. They're building entire data centers, upgrading power infrastructure, installing cooling systems, and buying specialized equipment. …
— ORIGINAL POST ·
The AI boom's real winners aren't Nvidia. Here's where the money is actually flowing in the semiconductor value chain.
· r/investing
· Jan 8, 2026