r/stocks
Hyperscalers and digital infrastructure providers is just the first wave of infrastructure builder
AI infrastructure buildout is just starting, driven by global sovereign AI initiatives and enterprises like Walmart building custom AI.
- Sovereign AI initiatives by foreign governments will accelerate due to US restrictions, driving massive global CAPEX.
- Enterprises are increasingly building proprietary AI infrastructure for supply chain and pricing, expanding the market beyond hyperscalers.
Many bears are thinking CAPEX of might slow and it will crash AI hardware stock.
However instead i believe it is just the beginning.
Outside of US, foreign governments are planning their own sovereign AI. Nation-states like India, Canada, Japan, and the UAE, alongside regional bodies like the EU all have plans. Like The EuroHPC "AI Factories" Network, Germany's "HammerHAI". I think the recent US decision to restrict Anthropic latest model will make foreign country to scale and speed up their project even more
Also, corporate are building their own AI infrastructure, while these will be big hyperscalers scale, company like Walmart build proprietary network with custom AI silicon and GPUs to run global supply chain forecasting, dynamic pricing algorithms, and autonomous inventory agents. More and more company will join suite to develop their own.
This is just the beginning