AI Supply Chain Investment Opportunities and Infrastructure Boom

A deep-dive interview with a veteran tech hardware investor reveals that the real AI investment opportunities lie in the supply chain: advanced packaging (COWOS, T-glass, glass core substrates), power infrastructure, and companies with ex-China exposure. Big Tech is moving from PPAs to equity in nuclear, directly funding uranium mines and SMR developers, creating a structural deficit (~20M lbs/yr) and an investment thesis for uranium miners. India's global corporate hubs are increasingly deploying AI in core business processes, signaling operational efficiencies. The 2026 AI market analysis shows top 10 US stocks at 50x PE and a 262% Buffett indicator, reinforcing concentration risk. This is a developing story with implications for capital allocation, supply chain resilience, and sector rotation.