---
title: "🏗️ AI's Decade-Long Infrastructure Blueprint: Phased Positioning"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42034866.md"
description: "⠀Everyone is crowding into the hot trend, laying out the entire supply chain..."
datetime: "2026-06-22T01:31:38.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42034866.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42034866.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42034866.md)
author: "[黄金叶](https://longbridge.com/en/profiles/13645825.md)"
generator: "portal-rs"
---

# 🏗️ AI's Decade-Long Infrastructure Blueprint: Phased Positioning

⠀  
Everyone crowds in to chase the hot trend, laying out the entire supply chain.  
⠀  
Phase 1 (2026-2027): Solidifying the Foundation  
⠀  
Chip Power: $NVIDIA(NVDA.US) $AMD(AMD.US)(AMD.US) $Broadcom(AVGO.US) $Marvell Technology(MRVL.US) $Intel(INTC.US)  
Storage Backbone: $Micron Technology(MU.US) $SanDisk(SNDK.US) $Western Digital(WDC.US)  
Optical Transmission: $Corning(GLW.US) $Applied Optoelectronics(AAOI.US) $Navitas Semiconductor(NVTS.US)  
Communication Hub: $Arista Networks(ANET.US) $Qualcomm(QCOM.US)  
Servers: $Super Micro Computer(SMCI.US) $Dominion Energy(D.US)ell Technologies-C(DELL.US) $Nebius(NBIS.US)  
Data Warehouses: $IREN(IREN.US)(IREN.US) $HIVE Digital Tech(HIVE.US) Digital Tech(HIVE.US) $Applied Digital(APLD.US)  
⠀  
Phase 2 (2028-2030): Equipping with Energy  
⠀  
Power Upgrade: $Quanta Services(PWR.US) $Hubbell Incorporated-B(HUBB.US) $Vertiv(VRT.US)  
Charging Network: $GE Aerospace(GE.US) Vernova(GEV.US) $AT & T(T.US)1 Energy(TE.US) $Albemarle Corporation(ALB.US)  
Nuclear Fission: $Energy Fuels(UUUU.US) $NuScale Power(SMR.US) $Oklo(OKLO.US)  
Application Layer: $Salesforce(CRM.US) $ServiceNow(NOW.US) $Snowflake(SNOW.US)  
⠀  
Phase 3 (2030+): The Final Landing  
⠀  
Robotic Arms: $AT & T(T.US)esla(TSLA.US) $Serve Robotics(SERV.US) $Symbotic(SYM.US)  
Autonomous Fleets: $Archer Aviation(ACHR.US) $Joby Aviation(JOBY.US)  
Low-Altitude Economy: $AeroVironment(AVAV.US) $Kratos Defense & Security(KTOS.US) $Ondas(ONDS.US)  
Industrial Defense Line: $Lockheed Martin(LMT.US) $Northrop Grumman(NOC.US) $Palantir Technologies(PLTR.US)  
Space Hub: $Rocket Lab(RKLB.US) $AST SpaceMobile(ASTS.US) $Intuitive Machines(LUNR.US)  
Quantum Computing Power: $IonQ(IONQ.US) $Dominion Energy(D.US)-Wave Quantum(QBTS.US) $Rigetti Computing(RGTI.US)  
⠀  
Those chasing trends look at annual reports; those laying out the strategy look at the next decade. Early retirement lies within these choices.

### Related Stocks

- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)
- [DELL.US](https://longbridge.com/en/quote/DELL.US.md)
- [RKLB.US](https://longbridge.com/en/quote/RKLB.US.md)
- [LMT.US](https://longbridge.com/en/quote/LMT.US.md)
- [ONDS.US](https://longbridge.com/en/quote/ONDS.US.md)
- [WDC.US](https://longbridge.com/en/quote/WDC.US.md)
- [APLD.US](https://longbridge.com/en/quote/APLD.US.md)
- [TE.US](https://longbridge.com/en/quote/TE.US.md)
- [VRT.US](https://longbridge.com/en/quote/VRT.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**