AI Learns. Humans Lead. We're not building AI to replace our teams. We're building it to make them sharper. 380+ open roles for people who want to be the human in that equation. Join us here 👉

AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030 from $NVDA Jensen Huang projections. You're not bullish enough. And it might be a good idea to stay exposed + own the keys of the AI Kingdom: -> $AXTI controls the materials buildout with photonics. -> $SOI controls the AI buildout with silicon photonics. -> $SIVE controls laser chokepoints for CPO. -> $IQE controls Western epiwafer supply chains for photonics. All these started off as tiny companies, yet the trillions of projected capex gradually upward to them.  There's many more in other industries as well. -> AI Capex flows to Neoclouds like $NBIS. -> AI Capex flows to memory like $MU and $SNDK. And many of the "commodity" materials or "science projects" for the past 20 years now a sudden shift in exponential TAM expansion. We're witnessing the next industrial revolution with Artificial Intelligence + Physical AI.

AI security plot twist: New arXiv paper dropped today - researchers tested 7 edge AI accelerators for a new attack class where any normal app can trick the chip into reading or writing protected memory. 6 failed: Google, NVIDIA, AWS... The survivor...