CryptoNFT

[美股投资young @youngstockuser]

还有人不懂什么是AI硬件？看完这篇帖子就足够了

第一层（算力芯��）： $NVDA 、 $AMD 、$AVGO、$MRVL、$ARM、$INTC

第二层（晶圆代工/先进封装）：$TSM、$AMKR、$ASX

第三层（半导体设备）：$ASML、$AMAT、$LRCX、$KLAC、$ENTG

第四层（HBM/DRAM）： $MU 、$SK Hynix、$Samsung

第五层（NAND/SSD/HDD存储）： $SNDK 、$WDC、$STX、$Kioxia

第六层（网络芯片/��换机）：$AVGO、$MRVL、$ANET、$CSCO

第七层（光模块/光通信）：$LITE、$COHR、$AAOI、$CIEN、$NOK、$GLW

第八层（AI服务器/数据中心）：$SMCI、$DELL、$CRWV、$NBIS、$IREN、$CORZ、$CIFR

第九层（电源/电网/散热）：$VRT、$ETN、$GEV、$CEG、$VST、$NVT

第十层（AI最终应用 / Physical AI）：$TSLA、$PLTR、$SYM、$SERV、$ISRG

简单理解就是：

GPU负责算 → HBM负责喂数据 → 封装负责连接 → 存储负责保存 → 网络/光模块负责搬数据 → 服务器负责承载 → 电力/散热负责供能 → 最后落地到机器人、自动驾驶等Physical AI。

所以AI硬件绝对不只是$NVDA。

真正完整的AI硬件交易链：

芯片 → 封装 → 存储 → 网络 → 光通信 → 服务器 → 电力/散热 → Physical AI

这也是我现在看AI硬件���块最基本的框架。

仅为产业链整理，不构成投资建议。

[Lin @Speculator_io]

𝗠𝗼𝗿𝗴𝗮𝗻 𝗦𝘁𝗮𝗻𝗹𝗲𝘆'𝘀 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗜𝗻𝗱𝗲𝘅:

𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵s
$TMC TMC the Metals Company
$UAMY United States Antimony
$MP MP Materials
$USAR USA Rare Earth
$IDR Idaho Strategic Resources
$NB NioCorp
$UUUU Energy Fuels
$CRML Critical Metals
$TMQ Trilogy Metals
$AREC American Resources
$TMRC Texas Mineral Resources
$REEMF Rare Element Resources
$ERO Ero Copper
$PPTA Perpetua Resources

𝗕����𝘁𝘁𝗲𝗿𝗶𝗲𝘀
$TSLA Tesla
$EOSE Eos Energy
$SEI Solaris Energy Infrastructure
$AMPX Amprius
$MVST Microvast
$BLDP Ballard Power Systems
$QS QuantumScape
$ABAT American Battery Technology
$IE Ivanhoe Electric

𝗟𝗶𝘁𝗵𝗶𝘂𝗺
$ALB Albemarle
$SGML Sigma Lithium
$LAC Lithium Americas
$SLI Standard Lithium

𝗡𝘂𝗰𝗹𝗲𝗮𝗿
$OKLO Oklo
$LTBR Lightbridge
$ASPI ASP Isotopes
$LEU Centrus Energy
$CCJ Cameco
$BWXT BWX Technologies
$URG Uranium Energy
$NNE NANO Nuclear Energy
$SMR NuScale
$NXE NexGen Energy
$URC Uranium Royalty
$EU Encore Energy
$MIR Mirion

[Lin @Speculator_io]

AI infrastructure continues to be the leading theme:

Hyperscalers: $GOOGL $MSFT $AMZN $ORCL $BABA
Neocloud: $NBIS $IREN $CRWV $APLD $GLXY
Semis: $NVDA $AVGO $AMD $TSM $ASML $ARM $KLAC $INTC $LRCX $CDNS
Memory: $STX $SNDK $MU $WDC $PSTG
Networking: $CRDO $ALAB $CLS $RMBS $ANET $CIEN $UI $COHR
Servers: $SMCI $VRT $DELL $HPE
Data: $INOD $PLTR $SNOW $DDOG $MDB
Energy: $VST $CEG $LEU $OKLO $BE $TLN $GEV

[Lin @Speculator_io]

How to set up your portfolio for the future:

• Chips: $NVDA $TSM $AVGO $ASML $STX $MU
• Networking: $CRDO $ALAB $RMBS $CLS
• Data Centers: $ORCL $NBIS $IREN $APLD $CRWV
• Quantum: $IONQ $RGTI $QBTS
• Space: $PL $RKLB $ASTS
• Crypto: $COIN $HUT $MARA $CIFR $GLXY
• FinTech: $HOOD $PGY $NU $DLO $SOFI
• Energy: $BE $TLN $CEG $VST $AMSC
• Nuclear: $OKLO $LEU $NNE $GEV $LTBR
• Software: $PLTR $SNOW $APP $INOD
• Robotics: $TSLA $RR $SERV
• Healthcare: $HIMS $TEM
• Batteries: EOSE MVST
• Wearables: META AAPL
• Drones: ONDS UMAC RCAT
• Rare Earths: UAMY MP IDR
• Cybersecurity: CRWD NET CYBR
• Self-Driving Cars: TSLA GOOGL AEVA HSAI PONY AUR ZK

[Lin @Speculator_io]

A List of Nuclear Stocks:

Small Modular & Micro Reactors
$OKLO Oklo
$SMR NuScale
$NNE NANO Nuclear
$GEV GE Vernova
$RYCEF Rolls-Royce
$BWXT BWX Technologies

Uranium Enrichers
$LEU Centrus Energy
$ASPI ASP Isotopes

Nuclear Fuel Technology
$LTBR Lightbridge

Services and Equipment
$CW Curtiss-Wright
$MIR Mirion Technologies
$FLR Fluor
$BEPC Brookfield Renewables
$BWXT BWX Technologies
$GEV GE Vernova
$ATRL AtkinsRealis (CN)
$ARE Aecon (CN)

Power Producers
$CEG Constellation Energy
$VST Vistra
$TLN Talen Energy
$PEG Public Service Enterprise Group

Uranium Producers
$CCJ Cameco
$UEC Uranium Energy
$BHP BHP Group
$URG Ur-Energy
$EU enCore Energy
$EFR Energy Fuels (CN)

Developers
$UUUU Energy Fuels
$NXE NextGen Energy
$LITM Snow Lake
$DML Denison Mines (CN)
$ISO Iso Energy (CN)
$LAM Lamamide Resources (CN)

Uranium+Nuclear ETFs
$NLR VanEck Uranium+Nuclear ETF
$URA Global X Uranium ETF
$URNM Sprott Uranium Miners ETF
$NUKZ Nuclear Renaissance ETF

[bee🐝 @0xbeehive]

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[ᴛʀᴀᴄᴇʀ @DeFiTracer]

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[ᴛʀᴀᴄᴇʀ @DeFiTracer]

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[Flare ☀️ @FlareNetworks]

Flare quests live on https://t.co/7dkiOd6vCF.

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[CryptoNFT @WaltNFT]

https://t.co/KfEyiB4V6K

[io.net @ionet]

https://t.co/ZuybGWvjv9 harnesses the power of hundreds of millions of consumer Apple Silicon chips to power AI/ML workloads.

Engineers can cluster Apple M1/M2/M3 chips for ML and AI compute from anywhere around the world on https://t.co/ZuybGWvjv9, and users with Apple hardware can earn by contributing spare computing resources for AI and ML use cases.

Consumer Apple chips are also eligible to receive boosted rewards in the https://t.co/ZuybGWvjv9 Ignition Program.

Discover the full article by @Cointelegraph on https://t.co/ZuybGWvjv9's expansion to support Apple hardware here: https://t.co/acUHIlhcol

[io.net @ionet]

https://t.co/ZuybGWvjv9 harnesses the power of hundreds of millions of consumer Apple Silicon chips to power AI/ML workloads.

Engineers can cluster Apple M1/M2/M3 chips for ML and AI compute from anywhere around the world on https://t.co/ZuybGWvjv9, and users with Apple hardware can earn by contributing spare computing resources for AI and ML use cases.

Consumer Apple chips are also eligible to receive boosted rewards in the https://t.co/ZuybGWvjv9 Ignition Program.

Discover the full article by @Cointelegraph on https://t.co/ZuybGWvjv9's expansion to support Apple hardware here: https://t.co/acUHIlhcol

[CryptoNFT @WaltNFT]

https://t.co/H7RlOmzosR

[io.net @ionet]

Building the world's largest AI compute DePIN means https://t.co/ZuybGWvRkH has tens of thousands of independent node operators around the world.

Providing alternatives to centralized cloud providers is more than bringing transactions for compute on-chain, it is tapping into the distributed compute that already exists in the world and making it available to innovators and builders advancing AI and ML.

video from our community member @leeland_sol

[io.net @ionet]

Building the world's largest AI compute DePIN means https://t.co/ZuybGWvRkH has tens of thousands of independent node operators around the world.

Providing alternatives to centralized cloud providers is more than bringing transactions for compute on-chain, it is tapping into the distributed compute that already exists in the world and making it available to innovators and builders advancing AI and ML.

video from our community member @leeland_sol

[CryptoNFT @WaltNFT]

https://t.co/penzZKBGaV

[io.net @ionet]

Demand for GPU compute continues to rise, making it much more expensive to access GPUs.

This is because GPUs are used to power the compute capabilities of AI and ML, and as AI continues to innovate, GPUs become increasingly unavailable and hence more expensive.

@ionet_official Cloud is addressing this growing concern by aggregating GPUs that are geographically distributed across multiple locations into a DePIN.

This allows @ionet_official to offer low-latency compute capacity at the scale required by AI and ML companies while staying cost-efficient.

[io.net @ionet]

Demand for GPU compute continues to rise, making it much more expensive to access GPUs.

This is because GPUs are used to power the compute capabilities of AI and ML, and as AI continues to innovate, GPUs become increasingly unavailable and hence more expensive.

@ionet_official Cloud is addressing this growing concern by aggregating GPUs that are geographically distributed across multiple locations into a DePIN.

This allows @ionet_official to offer low-latency compute capacity at the scale required by AI and ML companies while staying cost-efficient.

[CryptoNFT @WaltNFT]

https://t.co/rUSxqhrbNX

[io.net @ionet]

Community Notes: There are actually 72,495 GPU nodes on https://t.co/WLXlHkvE4z

[io.net @ionet]

Community Notes: There are actually 72,495 GPU nodes on https://t.co/WLXlHkvE4z

[CryptoNFT @WaltNFT]

https://t.co/u7wqWSRKv9

[io.net @ionet]

Gain access to hundreds of thousands of GPUs in seconds with @ionet_official.

Seamlessly access an array of 44K+ GPUs on the @ionet_official network and deploy instantaneously –– with customization features for level of security and connection speed –– at lower prices that are 90% cheaper than traditional cloud providers.

Users can select from best-in-class GPUs, such as A100s and H100s, and utilize low-latency compute with a click of a button.

@ionet_official offers unmatched cost-efficiency for on-demand GPU compute. Discover how the world's largest AI compute cloud is being built at https://t.co/ZuybGWvjv9.

[io.net @ionet]

Gain access to hundreds of thousands of GPUs in seconds with @ionet_official.

Seamlessly access an array of 44K+ GPUs on the @ionet_official network and deploy instantaneously –– with customization features for level of security and connection speed –– at lower prices that are 90% cheaper than traditional cloud providers.

Users can select from best-in-class GPUs, such as A100s and H100s, and utilize low-latency compute with a click of a button.

@ionet_official offers unmatched cost-efficiency for on-demand GPU compute. Discover how the world's largest AI compute cloud is being built at https://t.co/ZuybGWvjv9.

[CryptoNFT @WaltNFT]

https://t.co/A3U73Dc3jn

[io.net @ionet]

Interested in joining the 60,000 GPU workers on https://t.co/WLXlHkvE4z and building the largest AI compute DePIN in the world?

Check out the installation guide from our Turkish community ambassador @okansariirmak

Bring AI to the world.