Our Strategy
“Follow The Bill” is a methodology for understanding investment opportunities by tracing capital flows through the AI ecosystem. When billions flow into AI development, we ask: where does that money ultimately go?
The Core Thesis
The AI boom is not just a technology trend—it's a multi-trillion dollar infrastructure buildout. Every AI model trained, every chatbot query answered, requires an enormous physical infrastructure that traces back to fundamental resources.
When tech giants announce massive AI investments, that capital flows through a predictable chain: from cloud compute needs, through semiconductor production, into data center construction, and ultimately to power generation and raw materials.
By understanding this chain, we can identify investment opportunities at every level—often in overlooked sectors that will directly benefit from AI growth.
Four Pillars of Analysis
Trace the Supply Chain
We systematically map the entire supply chain that powers AI infrastructure. When a tech giant announces a $100B AI investment, we analyze where that capital ultimately flows.
Identify Bottlenecks
Every supply chain has constraints. We identify the critical chokepoints—whether it's advanced chip packaging, rare earth minerals, or power generation capacity.
Analyze Capital Flows
Follow the money from hyperscalers to infrastructure providers, from semiconductor fabs to raw material producers. Understanding capital allocation reveals investment opportunities.
Anticipate Demand
AI growth creates cascading demand throughout the supply chain. A new data center doesn't just need chips—it needs power, cooling, and the resources that generate them.
The Investment Chain
Interactive visualization of capital flows through the AI ecosystem.
AI Companies
Top-tier AI and tech giants driving demand
Cloud Infrastructure
Massive data center expansion and compute needs
Semiconductor Manufacturing
Chip production and fabrication
Data Centers
Physical infrastructure and cooling systems
Energy Providers
Power generation and distribution
Uranium Mining
Fundamental resource extraction
Follow the money from AI to atoms
Supply Chain Deep Dive
AI & Cloud
The demand originators
- OpenAI - Leading AI development driving compute demand
- Microsoft - Massive Azure expansion for AI workloads
- Google - Gemini and cloud AI infrastructure
- Amazon - AWS AI services and custom chips
- Meta - AI infrastructure for social platforms
Semiconductors
The enablers of compute
- NVIDIA - GPU dominance in AI training
- TSMC - Advanced chip manufacturing
- AMD - Alternative AI and data center chips
- Broadcom - Custom AI accelerators
- ASML - Lithography equipment monopoly
Infrastructure
Physical manifestation of digital demand
- Equinix - Leading data center REIT
- Digital Realty - Hyperscale data centers
- Vertiv - Cooling and power systems
- Schneider Electric - Data center infrastructure
Energy
Powering the AI revolution
- Vistra - Power generation flexing to AI demand
- Constellation Energy - Nuclear renaissance beneficiary
- NRG Energy - Texas power market exposure
- NextEra - Renewable energy for data centers
Resources
The fundamental building blocks
- Cameco - Leading uranium producer
- Kazatomprom - World's largest uranium miner
- MP Materials - Rare earth elements
- Freeport-McMoRan - Copper for electrification
Disclaimer
Follow The Bill is an educational non-profit organization. The information provided is for educational purposes only and should not be construed as investment advice. We do not recommend specific securities or investment strategies. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.