In this episode of Being Exponential, Luke Lango looks beyond Nvidia to find where money is flowing next across the rapidly expanding AI infrastructure trade.
We break down Dell (DELL) and the enormous demand for AI servers, along with Credo Technology (CRDO) and its role in solving the connectivity and networking bottlenecks created by increasingly massive AI clusters.
Then we move further down the AI stack to what could become an even bigger constraint: power. Luke discusses Fervo Energy (FRVO), FuelCell Energy (FCEL), and Eos Energy (EOSE) and the growing opportunity surrounding geothermal energy, behind-the-meter generation, energy storage, and the enormous electricity requirements of next-generation data centers.
With AI compute demand continuing to accelerate, the question for investors is changing from “Who makes the chips?” to “Who provides everything needed to actually run them?”
Could the next wave of AI winners come from servers, networking, power generation, and energy storage rather than the semiconductor names that dominated the first phase of the boom?
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