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The YouTuber suggests Monolithic Power Systems as a beneficiary of Amazon's investment in custom AI chips like Trainium. MPWR specializes in power management solutions essential for high-performance AI chips, and there are rumors of its involvement with Amazon's chip development. The company exhibits strong fundamentals with good revenue growth and profitability, making it a solid play within the broader AI growth theme.
“The company plays a crucial role in the AI chip industry from behind the scenes as as a power management leader AI chips require efficient high power delivery to function a Peak Performance and mpwr specializes in the kind of solutions that ensure that stable and efficient energy flow to the processors.”