How to invest in Sam Altman’s $7 trillion AI startup

OpenAI CEO Sam Altman is reportedly looking to raise up to $7 trillion for a new AI startup.

That’s trillion with a “T.”

He wants to build dozens of new factories that will make computer chips to power the AI revolution, which are in short supply right now.

I’ve learned to never bet against Sam Altman. But even if he somehow manages to raise the cash, it’ll be at least 2030 before the factories are up and running.

In the meantime, AI will need a lot of cutting-edge chips. And there’s only one company on the planet capable of making them: Taiwan Semiconductor (TSM).

Nvidia’s chips power AI tools like ChatGPT. But Nvidia doesn’t actually make these chips. That’s TSMC’s job.

To show you how incredible this company is, read this excerpt from a recent Wired magazine essay:

Every six months, just one of TSMC’s 13 foundries… carves and etches a quintillion transistors for Apple. […] the semiconductor industry churns out more objects in a year than have ever been produced in all the other factories in all the other industries in the history of the world.

The world runs on chips, which really means the world runs on TSMC.

The company will rake in record profits as Sam Altman and the world as a whole continue pouring trillions of dollars into AI.

Invest accordingly…

P.S: One of my favorite AI stocks remains Nvidia.

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