AI: a billion-dollar opportunity! Secure your share of the pie now with Intel, American Atomics, and Super Micro Computer.

Intel – From PC supplier to AI architect

Intel is undergoing a profound transformation. The company is positioning itself as a key enabler of artificial intelligence on end devices. Pure cloud infrastructures are reaching their limits with growing AI applications, especially in terms of latency, costs, and energy. Intel's approach relies on hybrid models that intelligently distribute computing tasks between the cloud and the end device. While competitors can only deliver individual solutions, Intel can offer the complete picture from a single source, from manufacturing and processor architecture to software integration. This holistic control gives the company a decisive advantage when it comes to optimizing complex AI workflows.

The strategy is beginning to bear fruit. The data center business grew by 9% to USD 4.7 billion, exceeding expectations. Demand for server processors for AI is so strong that Intel cannot deliver fast enough. Inventories are at an all-time low. At the same time, yields for the pioneering 18A manufacturing process are improving by up to 8% per month. The first major customers are already knocking on the door to take advantage of these capacities. The combination of in-house manufacturing and a compelling product roadmap is building confidence among potential foundry customers.

The path is not without hurdles. The 18A launch is weighing on margins in the short term, while investments in new manufacturing facilities in Ohio and Arizona are running in parallel. For investors, Intel offers the opportunity to participate in a fundamental transformation of the AI infrastructure. The company controls all critical components, from chip design to system integration. Those who can withstand the volatility of the transition phase are betting on one of the few providers that can holistically shape the AI era. The next few quarters will show whether operational implementation is keeping pace with the strategic vision. The stock is currently trading at USD 44.11.

American Atomics - Uranium: The secret bottleneck of the AI revolution

Artificial intelligence consumes electricity, and vast amounts of it. Data centers operated by Microsoft, Amazon, and others require a reliable, uninterrupted base load supply that neither solar nor wind alone can provide. This is precisely where nuclear energy comes into play. It is the only scalable, CO2-free option for 24/7 operation. But while the whole world is looking at new reactors and SMRs, the market is overlooking the real bottleneck. The upstream stages - uranium mining, conversion, and enrichment - are structurally undersized. Forecasts show an annual supply deficit of 30-50 million pounds of uranium by 2030. Those who invest now in solving this bottleneck are betting on the foundation of the AI revolution.

American Atomics is pursuing precisely this strategy. The company aims to become active along the entire nuclear value chain, from exploration to fuel production. Its flagship project, "Big Indian," in the historic Lisbon Valley uranium district in Utah, is geologically promising. On the west side, 78 million pounds have already been mined, while the eastern flank has hardly been explored, and it is precisely there that the company has secured a large land position. The raw material base is supplemented by partnerships with technology companies such as CVMR, which are pushing ahead with the construction of a modular processing plant. American Atomics is thus addressing several bottlenecks in the supply chain at once.

The strategic importance of this approach has been recognized in Washington. The US Department of Energy has classified uranium as a critical mineral and is promoting the development of domestic capacity through a consortium under the Defense Production Act. American Atomics is involved in this process at an early stage. Added to this is market momentum. Bank of America expects the price of uranium to reach up to USD 135 per pound in 2026. This opens up considerable potential for value appreciation for projects that were not economically viable at lower prices. With a market capitalization of around CAD 12.2 million, this offers a speculative but strategically well-positioned entry into a structurally undersupplied market. The stock is currently trading at CAD 0.265.

Super Micro Computer – Driven by the AI boom

Super Micro Computer's business is currently doing better than ever. In the second quarter of 2026, the server specialist generated a whopping USD 12.7 billion in revenue, more than twice as much as in the same period last year. The AI boom is clearly driving this growth. Over 90% of revenues now come from AI platforms - the high-performance servers that are indispensable for operating large language models. The company is thus directly at the source of current tech developments and is benefiting massively from the expansion of data centers worldwide. Demand comes primarily from hyperscalers - the industry giants, who are ramping up their AI capacities at a breathtaking pace.

As impressive as the revenue figures are, the calculation only works out partially. The gross margin slumped to a meager 6.4% in the same period. One reason for this is the customer structure. A single large customer contributed 63% to revenue in the past quarter. Anyone who purchases such volumes naturally has room for negotiation when it comes to prices. Added to this are increased costs for logistics and components, as well as higher expenses for express deliveries to ensure that the new platforms are delivered on time. Management is open about these challenges and is working to broaden the customer mix again, but it will take time for this to be reflected in the figures.

Hopes are now pinned on a new strategy. With its Data Center Building Block Solutions, Super Micro aims to deliver entire turnkey data centers in the future, including cooling, power supply, and management software. These complete solutions promise margins of over 20%, which is many times the current level. So far, however, they only contribute 4% to profits. Management is aiming for a double-digit share by the end of 2026. If this balancing act between volume business and high-margin complete solutions succeeds, the company would be in a much better position. The stock's valuation currently hardly reflects these opportunities – it is trading close to its annual low, even though business is booming like never before. One share currently costs USD 32.42.

The AI revolution will reach the real economy in 2026, creating investment opportunities beyond the usual suspects. Intel is transforming itself from a PC supplier to a holistic AI architect, but will have to endure margin pressure in the short term due to manufacturing expansion. American Atomics is addressing the hidden bottleneck of AI expansion, the secure base load for data centers, with its uranium strategy, thereby positioning itself in a strategic future market. Super Micro Computer is growing rapidly with AI servers, but is struggling with declining margins and customer concentration, while the expansion of complete solutions is expected to turn the tide.