From 2020 to 2023, if you understood one thing - that every AI model in the world needed GPUs, and that supply was tight - you could have made extraordinary returns.
The GPU leader gained over 1,000% in three years.
We believe that window may be closed now.
But bottlenecks don't simply disappear. They migrate.
Right now, my research shows that the AI bottleneck has moved to three new frontiers.
One is mid-stage. One window is open right now. One is just beginning to form.
This is why on May 28, I'm hosting a live webinar walking through all three: The data
signals, the supply chain layers, and where the asymmetric opportunities might sit
today.
It's called The Next AI Bottlenecks: Memory, Photonics and Space.
If you've been watching AI infrastructure and wondering where the next move is, you’ll
want to join me for this free live digital event.
Matt Tuttle
This material is provided for informational and educational purposes only and should
not be construed as investment, legal, tax, or accounting advice. The views expressed are those of the author as of the date presented and are subject to change without notice.