• $NBIS: Simple play — NVIDIA sells chips, NBIS delivers real compute to customers. Nebius’s cloud is exploding and keeps expanding infrastructure. If demand stays this strong, the money that buys GPUs has to go somewhere usable — $NBIS is that somewhere.
• $MU: Lines up tightly with NVDA too. AI needs ever more advanced memory (especially HBM). Stronger chips = bigger memory demand. If NVDA keeps signaling huge appetite, $MU should move.
• $MRVL: Similar but on networking. Thousands or tens of thousands of GPUs in one data center need constant, high-speed data exchange. More compute = more networking. NVDA and Marvell have deep ties, so $MRVL is now traded purely as infrastructure.
• $MAAS and $WRD: High-risk, high-vol names — both Chinese. NVDA already has close links with many Chinese players.
  • $WRD: Global leader in L4 autonomous driving. Its software/hardware stack is deeply integrated with NVIDIA’s vehicle computing platform. NVDA disclosed its stake in its 13F — clear partnership.
  • $MAAS: Pivoting hard into infrastructure: models, algorithms, compute, intelligent hardware. It just announced a data center in Kazakhstan and is talking Blackwell/Rubin GPUs from NVIDIA. It’s also bringing green-energy and 800VDC solutions for low-carbon cooling of dense GPU clusters.
• $SPCX: Different but interesting. SpaceX isn’t AI per se, yet AI is now linking with satellites, comms, and data centers. SpaceX became a big public name after its IPO, and NVIDIA holds ties there too. To me it’s a proxy if AI keeps depending on space, energy, and infrastructure.

Microsoft unveiled MAI-Cyber-1-Flash, its first generative AI model built specifically for cybersecurity.

When paired with OpenAI's GPT-5.4, the company says it outperforms Anthropic's Mythos 5, Google's 3.5 Flash Cyber, and OpenAI's own GPT-5.5 Cyber on the CyberGym benchmark - CNBC

Amkor Technology $AMKR announced a multi-year strategic partnership with NVIDIA $NVDA to develop advanced semiconductor packaging and test technologies for next-generation AI and accelerated computing platforms.

Under the agreement, NVIDIA will prepay Amkor to help fund the expansion of its US advanced packaging capacity, part of a $1.5 billion multi-year development agreement.

The expansion specifically targets Amkor's Arizona facility, adding to its existing manufacturing footprint across Asia, part of a stated push to build full turnkey advanced packaging and test capability inside the US.