Vicor Corporation (VICR) is the third pick, providing the power component for Cerebras's AI chips.
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The biggest ai chips in the world is competing with NVDA. Join the discord to see the plays! Comment “Disco...
JohnnyliMay 12, 2026
The creator discusses three companies (DGXX, WYFI, VICR) that are benefiting from the AI chip demand, presenting them as alternatives to Cerebras, which is expected to IPO. The creator suggests these companies offer exposure to the AI chip supply chain at a fraction of Cerebras's potential valuation.
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Digi Power X Inc. (DGXX) is a top pick due to its role in providing data centers for Cerebras's AI chips, with recent performance showing a 30% gain.
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DGXX
buy opened May 12, 2026
-6.32%