Opinion: Investor argues for buying AI infrastructure over picking winners
An investor reflects on their early decision to invest in NVIDIA rather than betting on specific AI application companies. At the time, it was unclear which AI startups would succeed, but the author recognized that widespread AI adoption would require massive computing power. Viewing NVIDIA as the "pickaxe" seller in a gold rush, the author focused on the infrastructure prerequisite for AI…
Key points
- Investor chose NVIDIA over AI startups due to uncertainty about which applications would win.
- Author viewed GPUs as essential infrastructure, comparing NVIDIA to a pickaxe seller in a gold rush.
- The piece is a personal reflection on investment logic, not a recommendation to buy specific stocks.
Thinking about GPUs rather than picking AI winners
note.com · 2 October 2026
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