Everyone knows who is winning the AI boom: the chipmakers, and the GPU above all. But honestly, a GPU is a strangely helpless thing on its own; it cannot store the data it produces, generate the electricity it burns, dissipate the heat it produces, or talk to the thousands of chips it works beside. A different industry fills each of those gaps, and each industry also indirectly benefits from this AI wave. In this article, we will discuss the different ideas or industries that also benefit from this wave of AI spending.

Memory and storage

Memory might be where the ripple is the sharpest. AI accelerators (the specialised chips that run AI, the most common being GPUs) depend on a faster, denser type of memory called high-bandwidth memory (HBM). The difficulty is that HBM is expensive to produce, as manufacturing it requires 3-4 times the production capacity of the standard...