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Beyond Nvidia: The hidden winners of the AI investment boom

The real money in the AI build-out is being made where physical capacity can't keep pace with capital, argues Subho Moulik, Founder & CEO at Appreciate. His test for investors: does a company own a constraint that money cannot quickly relieve? Software can be scaled in an afternoon, but a power transformer carries a 128-week lead time, and EUV lithography has just one supplier worldwide.

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Economic TimesLean R·4h ago
Beyond Nvidia: The hidden winners of the AI investment boom
The real money in the AI build-out is being made where physical capacity can't keep pace with capital, argues Subho Moulik, Founder & CEO at Appreciate. His test for investors: does a company own a constraint that money cannot quickly relieve? Software can be scaled in an afternoon, but a power transformer carries a 128-week lead time, and EUV lithography has just one supplier worldwide.
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Beyond Nvidia: The hidden winners of the AI investment boom

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