Part 2/10:
At the foundational level are chip manufacturers, which supply the hardware essential for AI computation. Developing advanced chips is a formidable challenge, requiring significant technical expertise and capital. While potentially lucrative, this level is fraught with high barriers to entry.
2. Data Centers
Next are data centers, which are the backbone infrastructure supporting AI operations. Over the past two decades, many successful tech investors, including those with family offices, have heavily invested in data centers—making it a favored and currently ongoing investment trend. These facilities are vital as they host the servers and processing power needed for large-scale AI models.