GPUs & Accelerators — AI Money Flow
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AI Money Flow follows $1.9 trillion through the AI build-out. It splits the money into 7 layers: GPUs, custom ASICs, memory, networking, foundries, cloud compute and power grids. It tracks 36 companies.
Each one gets a MoonshotScore, a market size, a growth rate and a written read on where the capital is going.
What are the 7 layers of AI infrastructure?
The 7 layers are: (1) GPUs & Accelerators — the compute engines powering AI training and inference, (2) ASICs, TPUs & Chip Design — custom silicon for specialized AI workloads, (3) Memory & Storage — HBM and high-speed storage for…
data-hungry models, (4) Networking & Interconnect — ultra-low latency connections between GPU clusters, (5) Foundry & Advanced Packaging — the fabs that manufacture AI chips, (6) AI Utility & Cloud Layer — GPU cloud providers democratizing access, and (7) Energy & Power Infrastructure — the power grids and generation capacity AI demands.
How are companies scored in AI Money Flow?
Each company receives a MoonshotScore (0-100) based on multiple factors including revenue growth, AI revenue exposure, competitive moat, margin expansion, and forward guidance.
The score combines quantitative financial data from FMP with qualitative analysis of each company's position within their infrastructure layer. Higher scores indicate stronger AI investment potential.
How often is AI Money Flow data updated?
Stock prices and market capitalizations are updated daily. AI-powered narratives and investment analysis refresh regularly as new earnings reports and industry data become available.
Market sizing and growth projections are updated quarterly based on the latest industry research and company disclosures.
Is AI Money Flow free to use?
Yes, AI Money Flow is 100% free with no paywall. All 7 layers, every company profile, MoonshotScores, and AI-generated investment narratives are accessible to every user. It is an educational research tool — not financial advice.
Always consult a licensed financial advisor before making investment decisions.
What methodology is used for market sizing?
Market sizes (TAM) are derived from a combination of industry analyst reports, company earnings disclosures, and publicly available research from firms like Gartner, IDC, and McKinsey. Growth rates (CAGR) represent consensus forward projections.
We cross-reference multiple sources to ensure accuracy and update estimates as new data emerges.
How does AI Money Flow differ from a stock screener?
While a stock screener filters stocks by financial metrics, AI Money Flow maps the entire AI investment ecosystem by infrastructure layer.
It shows how money flows through the supply chain, identifies dependencies between layers, and provides context about why each layer matters. This thematic approach helps investors understand the AI buildout holistically rather than evaluating stocks in isolation.