From Chips to Power Grids: The Hidden Plays Behind the AI Gold Rush
The AI revolution is no longer confined to software—it's reshaping global infrastructure. Demand for cutting-edge semiconductors, power systems, and data center capacity has surged as AI models require unprecedented computational resources. NVIDIA's GPUs dominate AI data centers, while Amkor Technology emerges as a critical player in advanced chip packaging and testing.
Behind the scenes, lesser-known companies are enabling this transformation. Amkor, the world's second-largest outsourced semiconductor assembly firm, ensures the reliability of GPUs and high-bandwidth memory chips powering AI systems. The industry's growth now hinges on specialized components—from networking gear to power management solutions—that keep massive server farms operational.
