BWB - Business With Brian

"And that now brings us to the next company of Cohu, the one nobody really thinks about until a chip fails because every edge chip in the world, every processor, every sensor headed into a car, none of it ships until it has been tested and proven. And Cohu sits right at the gate."

"The one risk I'm not going to gloss over is structural because Intel still controls a large block of these shares and can choose to sell them into the market at any time."

"All right, the next company is Mobileye, the purest way there is to own automotive edge vision. Because while everyone else bolts AI onto the dashboard, Mobileye builds the IQ chip that is the eyes and the reflexes of the car, running every camera frame inside the car itself."

"with a 5G platform built alongside Samsung."

"The only other real player is Marvell, but Broadcom is the clear leader today, building around 60% of the world's custom AI chips."

"And now we get to move on to Broadcom. And you know them as the custom AI chip giant powering the data centers all around us."

"Let's now move on to Renesas, the world's largest maker of the microcontrollers that quietly run everything inside your car from the engine to the dashboard, now putting a real on-device AI into that same silicon."

"Now, on to the next company of Ambarella, and they are the purest bet there is on edge AI vision. The chip that lets a camera, a drone, or a robot actually see the world and decide on the device itself with absolutely no trip to the cloud."

"Amazon Robotics, Boston Dynamics, Figure, and Caterpillar."

"And the names already building on it read like the entire field. Amazon Robotics, Boston Dynamics, Figure, and Caterpillar."

"And the best part is that you're going to be mentored by leaders from Microsoft, Google, Amazon, and Nvidia. What you learn in 2 days is probably going to change your next 2 years. Sign up now before they sell out. The link is down in the description. You can scan the QR and join the WhatsApp community before seats close. Now, I realize the next company is completely obvious as Nvidia. And of course, you all know them as the company powering every AI data center on Earth."

"The best part is that you're going to be mentored by leaders from Microsoft, Google, Amazon, and Nvidia."

"The best part is that you're going to be mentored by leaders from Microsoft, Google, Amazon, and Nvidia."

"And the first one on the list is Calix. And to see why it belongs in an edge video, think about where the edge of the internet actually is. It happens to be the gateway box your home Wi-Fi runs through, the front line of edge computing. And Calix builds the software platform that runs on those gateways for internet providers across the country."

"And Cristiano, the CEO of Qualcomm, well, he just told you what that actually means for your money."

"And the AI data center piece, well, it's now the engine of the whole company. It's their single largest segment, and it grew over 80% organically last quarter."

"And the first name is Amphenol, the quiet giant whose high-speed connectors and cabling, both copper and fiber, plug into nearly every AI server rack that's being built."

"It's why Corning is the named anchor supplier to Meta, Amazon, Google, Microsoft, OpenAI, and Nvidia all at the same time."

"It's why Corning is the named anchor supplier to Meta, Amazon, Google, Microsoft, OpenAI, and Nvidia all at the same time."

"It's why Corning is the named anchor supplier to Meta, Amazon, Google, Microsoft, OpenAI, and Nvidia all at the same time."

"It's why Corning is the named anchor supplier to Meta, Amazon, Google, Microsoft, OpenAI, and Nvidia all at the same time."

"We'll start with the glass itself. And the first name is Corning, the 175-year-old materials company that actually draws the optical fiber. The literal strand of glass from the top of this video and holds the largest share of the world's fiber market at around 20%. But what really separates Corning is their technology. Their newest fiber packs roughly twice as many strands into the same physical space as standard cable, which is exactly what a jam-packed AI data center is desperate for. and thei"

"Aurora Innovation builds self-driving technology for commercial trucking, and they became the first company to launch fully driverless commercial freight on US public roads."

"There's the Roundhill Memory ETF, [940s] DRAM, and a brand new fund called HBMX."

"The other half is the raw [795s] materials that every fab is going to be [797s] burning through and that's Integrys, [799s] which supplies the ultra-pure chemicals, [801s] filters, and polishing materials."

"Then we'll move on to the [736s] speculative one, Kulicke and Soffa. And [739s] I'm going to be straight about why it's [740s] even on the list."

"Now, [614s] the other half of that rung is the [617s] global giant Advantest, which by most [620s] estimates holds around 2/3 of the entire [623s] chip testing market."

"Two companies own [563s] that layer, and you start with Teradyne. [565s] Because a stacked memory chip takes up [567s] to 10 times the testing of an ordinary [570s] one, which is why Teradyne just launched [572s] the Magnum 7H, built specifically for [575s] high-bandwidth memory."

"If Onto's [501s] edge is seeing the defects buried under [503s] the surface, KLA's edge is sheer scale. [506s] Because KLA is the closest thing this [509s] whole industry has to a monopoly, [510s] running many times the size of its [512s] nearest rival in finding nanoscale [514s] defects."

"And the first name [449s] there is Onto Innovation."