AI インフラ構築トレード

SpaceX — now holds xAI, Grok and Cursor after the 2026 mergers: a frontier model, its own Colossus supercluster, space-based data centers, and Starlink. The most vertically integrated AI name on-chain.

Zhipu — full-stack Chinese LLM and agent company behind the GLM model family.

MiniMax — Chinese frontier multimodal model lab.

Cerebras Systems — wafer-scale AI silicon, the first IPOP on HIP-3.

NVIDIA — the central GPU, the clearest public-market gauge of AI capex.

AMD — the credible alternative compute path, MI-series accelerators competing for AI share.

Broadcom — custom hyperscaler AI ASICs plus the networking silicon that stitches clusters together.

TSMC — the foundry every AI chip eventually passes through. Upstream tax on the entire stack.

Arm — the instruction-set IP under nearly every AI edge and datacenter CPU.

Qualcomm — wireless connectivity and on-device / edge AI platforms.

Nebius — pure-play AI GPU cloud, one of the deepest neocloud markets on-chain.

CoreWeave — GPU compute rental, the neocloud powering frontier training runs.

ASML — EUV lithography monopoly, the upstream tax on every advanced node.

Applied Materials — materials-engineering equipment enabling advanced semiconductors.

Ibiden — advanced package substrates and ceramics; CoWoS-class packaging is a real AI-compute bottleneck.

SK Hynix — the HBM leader; high-bandwidth memory is the bottleneck of every AI cluster.

Micron — pure-play memory leverage with direct HBM exposure into the training cycle.

DRAM — direct basket exposure to the memory cycle behind AI servers, HBM demand, and datacenter capacity.

SanDisk — NAND and storage for the AI data pipeline.

Samsung — memory and foundry conglomerate with deep HBM exposure.

Kioxia — NAND flash and SSD technology powering AI, cloud, and data-driven devices.

Lumentum — optical and photonic interconnects in every modern AI data center.

Marvell — custom hyperscaler silicon (AWS Trainium, Maia) and 800G/1.6T optical DSPs.

Nokia — AI-era network infrastructure for telecom, cloud, and mission-critical connectivity.

Bloom Energy — onsite fuel-cell power for AI data centers, the purest datacenter-power play.

Energy Select Sector SPDR — broad U.S. energy proxy. Power is the 2026 bottleneck; XLE is the wide lens.

Sprott Uranium Miners ETF — the nuclear fuel chain behind the datacenter power thesis.

Public-market access to private robotics and embodied-AI leaders — industrial automation, surgical robotics, autonomy.

SMH-tracking semiconductor ETF — the entire chip industry as a single position, the supply side of the AI thesis.