I dont think most people are aware of how fast things are advancing

NVIDIA’s last GTC event was eye-opening in several aspects
A quick summary
Bullish
•Energy access to cheap clean energy first, then behind the meter, then utilities, solar, nuclear developments
•Photonics (watch for those working with NVIDIA partners)
•Memory (the shortage isnt ending anytime soon, focus on the leaders)
•Physical AI suppliers (sensors, cameras, rare earths, all crucial and likely to hit a bottleneck at some point)
•Advanced packaging specially next-gen 3D packaging. For this, and for silicon photonics, hybrid bonding is key
•Data-rich businesses (AI can replace many things, but when it comes to data, it’s not competition, it’s fuel)
•Critical materials (Jensen Huang expects over a trillion dollars to be poured into NVIDIA data center infrastructure from 2025 to 2027. When you combine that with the development and electrification of Southeast Asia, Africa, India, and Bangladesh, plus the modernization of the U.S. grid, together with a drop in copper supply expected from 2027 due to fewer and lower-grade mines, what you get is a very likely bullish copper cycle. 

But it goes beyond copper. Other critical materials like gallium, rhodium, antimony, and others are also at the epicenter when it comes to technology-driven shortages and price increases.)