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MarketBeat
MarketBeat
Bridget Bennett

The Supply Chain Quietly Powering the AI Boom—And 4 Ways to Play It

Artificial intelligence has dominated market headlines for more than a year. Investors have chased chip designers, data center operators, and software platforms powering large language models. But beneath the surface of that boom sits a layer of engineering so small it’s measured in billionths of a meter.

In a recent conversation with Keith Kaplan of Tradesmith, the focus turned to nanotechnology—the atomic-scale science that makes modern AI hardware possible. As Kaplan put it plainly, “Without nanotech? There’s no AI boom, none at all.”

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