The infrastructure behind Google AI Gemini that you must buy 🏗️👇

AI Chips
$AVGO - Broadcom: Custom-designed TPU for Google, reducing chip costs and avoiding Nvidia $NVDA pricing constraints
$TSM - TSMC: The only foundry capable of mass-producing Google's advanced TPU with guaranteed yield
$ARM - ARM: Provides CPU architecture for AI inference and control used by Google
$CDNS - Cadence Design Systems: Software tools for designing Google's next-generation AI chips
$SNPS - Synopsys: Provides chip testing and IP to ensure TPU quality upon delivery
$AMKR - Anokiwave: Encapsulates TPU and memory together, enabling large-scale operation in data centers

AI Networks
$ALAB - Alcobra Labs: Supports high-speed rack-level interconnects to expand Google's TPU clusters
$MRVL - Mumin Electronics: Supplies custom network chips for Google's AI data centers
$CRDO - Credo Technology Group: Provides data transmission technology licensing for internal Google AI hardware
$ANET - Erista Networks: Supplies network switches within Google's AI clusters
$CIEN - Ciena Systems: Responsible for long-distance data transmission between Google data centers

AI Utilities
$CIFR - Cipher Mining: Provides power support for computing sites, supporting large-scale AI workloads
$WULF - Wulfpack Infrastructure: Operates high-density computing infrastructure capable of deploying large-scale computing

AI Memory
$MU - Micron Technology: Supplies DRAM and HBM memory to support AI inference scaling
$WDC - Western Digital: Stores massive data required for training AI models at Google

AI Optical
$LITE - Lumentum Holdings: Provides optical components for Google AI data centers
$COHR - Coherent Inc.: Supplies lasers needed for high-speed optical transmission

AI Power and Cooling
$VRT - Vertiv Holdings: Provides cooling infrastructure to keep Google AI hardware running stably