AI remains the headline engine, yet this month’s chatter has increasingly been about who wins next (chips, hyperscalers, “picks and shovels,” software, power/utility buildout, etc.). We’re also seeing eye-popping activity in AI-adjacent areas globally -- like China’s AI chip push and frothy IPO debuts.

And on the hyperscaler side, there’s fresh “AI funding/compute arms race” talk too—e.g., reports of a potential Amazon investment tied to OpenAI’s compute needs.

What’s your AI “basket” right now—one name, an ETF, or a mix (chips + cloud + power/cooling + software)?