ServiceNow is mentioned as a company operating in the software layer, turning compute into revenue for AI.
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The creator breaks down the AI infrastructure landscape into five layers: power, chips, networking, cloud,...
Jul 11, 2026
The creator breaks down the AI infrastructure landscape into five layers: power, chips, networking, cloud, and software. They highlight key companies benefiting from each layer, including Bloom Energy, Vistra, Nvidia, AMD, Micron, Broadcom, Arista Networks, Microsoft, Amazon, Palantir, and ServiceNow, suggesting these are fundamental to the growth of AI.
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Palantir is mentioned as a company operating in the software layer, turning compute into revenue for AI.
Amazon is identified as a hyperscaler investing heavily in cloud infrastructure for AI.
Microsoft is identified as a hyperscaler investing heavily in cloud infrastructure for AI.
Arista Networks is highlighted for providing networking solutions essential for AI infrastructure.
Broadcom is mentioned as a company providing networking solutions essential for AI infrastructure.
Micron is highlighted for making the memory components crucial for AI infrastructure.
AMD is mentioned as a company that makes the compute chips essential for AI.
Nvidia is highlighted as a key player in the chips layer, making the compute hardware essential for AI.
Vistra is mentioned as a company that provides power for data centers, a key component of AI infrastructure.
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