Preview of AI's Potential Tracks in the Second Half of 2025

Don't want to be left behind by the market in the second half of the year? This article highlights the key points for you.

With the AI adoption wave, who is the true leader?

1. Semiconductors
Memory chips: MU (Micron) - HBM demand surges $Micron Tech(MU.US)
Foundry: TSM (TSMC) - World's most advanced process CPU/GPU:
AMD (Ryzen + AI chips) $Taiwan Semiconductor(TSM.US)
AVGO (Broadcom, AI networking chips) NVDA (NVIDIA, AI computing power) $AMD(AMD.US)
MRVL (Marvell, data center chips) $Marvell Tech(MRVL.US)

2. Servers
$Credo Tech(CRDO.US) CRDO (Credo Technology) - High-speed connectivity solutions $Astera Labs(ALAB.US) ALAB (Astera Labs) - Data center hardware $Dell Tech(DELL.US) DELL (Dell) - AI servers
$Super Micro Computer(SMCI.US) SMCI (Super Micro Computer) - AI servers
VRT (Vertiv) - Data center infrastructure

3. Cloud Computing:
$Amazon(AMZN.US) AMZN (AWS Cloud) - World's largest cloud service provider $Microsoft(MSFT.US) MSFT (Azure + OpenAI) - ChatGPT partner GOOG $Alphabet - C(GOOG.US) (Google Cloud) - Gemini model core platform ORCL (Oracle) - Enterprise AI cloud services

4. Data Centers:
$Equinix(EQIX.US) EQIX (Equinix) - Global data center REITs leader $Digital Realty Trust(DLR.US) DLR (Digital Realty) - Premium data centers $Core Scientific, Inc.(CORZ.US) CORZ (Core Scientific) - BTC + AI computing power APLD (Applied Digital) - Low-cost data centers

5. Nuclear Power:
$NuScale Power(SMR.US) SMR (NuScale) - Small modular nuclear reactors CCJ (Cameco) - Uranium mining leader
$Centrus Energy(LEU.US) LEU (Centrus Energy) - High-purity uranium supplier
6. Software:
$Palantir Tech(PLTR.US) PLTR (Palantir) - Government/enterprise AI data analysis META (Meta) - Llama open-source large model SNOW (Snowflake) - Data warehouse + AI

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