An investment research brief on the physical layer enabling artificial intelligence — what actually determines AI's speed and capabilities over the next decade.
Author: Artem Kholomyanskiy · May 2026 · v3.0
5 sectors · 40 companies · risk scenarios
- Chips and the end of Moore's Law
- Energy and the nuclear renaissance
- Water, cooling, and rare earth metals
- Key risks, including Taiwan
- Who actually profits from AI
Disclaimer: This document is for informational purposes only and does not constitute financial advice or investment recommendations.
kholomyanskiy@gmail.com · Telegram: @kholomyanskiy · LinkedIn