Beyond Nvidia: The AI Hardware Revolution That's About to Make New Millionaires
From autonomous cars to smart glasses — why semiconductor companies are still sitting on the biggest opportunity in tech.
Some people believe the AI gold rush will slow down.
It won’t.
It's about to get a lot bigger.
And more profitable.
Here's what you should understand first:
We're still in the "mainframe computer" phase of AI.
Massive, expensive hardware locked away in corporate data centers.
Accessible only to tech giants with billion-dollar budgets.
But technology always follows the same playbook.
First came room-sized computers that cost millions.
Then came PCs on every desk.
Then smartphones in every pocket.
The pattern is predictable:
Expensive hardware gets cheap, cool software is made.
Then its everywhere.
Hardware → Software → Everywhere
Right now, we're watching the exact same transformation unfold with AI.
Million-dollar GPU clusters powering ChatGPT …
They're just the beginning.
The real money is already looking to what comes next.
The tsunami of AI-powered devices heading our way:
Autonomous vehicles
Delivery drones
Smart glasses
Robots
These aren’t just remakes of previous devices either.
Many will be completely new.
We’re not just talking consumer devices either.
Once humanoid robots are here … how many will Amazon need?
Potentially hundreds of millions of devices that will need chips, sensors, and processing power.
And here's the kicker:
An entire new group of semiconductor stocks are set to benefit.
That’s because each device will need a higher level of processing power than what is normally found in devices today.
Most are made by companies that have been completely ignored during the AI hype cycle.
Companies trading at fractions of Nvidia's valuation despite sitting on the biggest hardware expansion in history.
While everyone's staring at the data center, the real AI revolution is about to happen in your driveway, your living room, and your pocket.
So What Should You Actually Buy?
The natural investor reaction to all this is simple:
"Okay, this makes sense—what stocks do I buy?"
First, let's be crystal clear: This isn't a call to dump your Nvidia shares.
That would be financial suicide.
The only reason we'll see this massive wave of AI devices is because of companies like Nvidia.
We need more data center buildout before we get widespread AI deployment.
But smart investors want exposure beyond just data centers.
If you have the time to dig deep, study the pipelines at
AMD AMD 0.00%↑
Intel INTC 0.00%↑
Qualcomm QCOM 0.00%↑
Texas Instruments TXN 0.00%↑ and others.
Figure out which ones are best positioned for the coming flood of AI-powered devices.
More passive investors should consider the major semiconductor ETFs on any meaningful pullbacks - SMH 0.00%↑ and SOXX 0.00%↑ are the two heavyweights.
Note: Premium subscribers are already positioned on both sides of this trade: data center plays and the AI device opportunity. Those positions have rallied hard since our recommendations, so we're patiently waiting for pullbacks to add more. I'll alert you when that time comes.
The Sleeping Giant Everyone's Writing Off
But here's where it gets really interesting.
There's one company perfectly positioned to dominate the consumer AI revolution—and Wall Street thinks they've completely missed the boat.
Apple AAPL 0.00%↑
I know, I know. Apple can't even get Siri to work properly.
Here's what the critics are missing:
While Apple may be struggling with AI software, their hardware position is absolutely dominant.
Most phone makers slap together off-the-shelf components and call it a day.
Apple builds the most complete hardware and semiconductor ecosystem in the world—covering computers, phones, watches, earbuds, and everything in between.
And here's the kicker:
Hardware is the hard part to replicate.
Software can be licensed, acquired, or developed.
But if you want to build the world's best-selling AI device, you need world-class hardware design and manufacturing at scale.
Apple has that. Almost nobody else does.
This leave Apple in a unique position to catapult into a leading position in AI once it moves from the datacenter phase to the consumer one.
Investors underestimate designing and manufacturing semiconductors at scale. You can’t just call Taiwan Semiconductor TSM 0.00%↑ and order millions of chips.
Big customers like Apple and Nvidia have pre-paid for capacity for (at least) the next year.
This is why even if AMD could design a chip that was better than Nvidia’s - it wouldn’t sell that many right away because there’ no manufacturing capacity.
I believe existing hardware makers will have a huge edge when the first consumer grade AI devices are launched.
And there’s no bigger one than Apple.
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Colin