AI compute is not a winner-takes-all market.
There will be several winners. You can pick the company you like most or buy $NCLD ETF.
Top 10 holdings:
$NBIS 33.27%
$CRWV 27.20%
$IREN 7.43%
$HUT 4.94%
$APLD 4.29%
$WULF 4.06%
$GLXY 3.98%
$CIFR 3.44%
$RIOT 3.24%
$CORZ 3.06%