🚀📊Major Banks AI 30 List Major Update: Who Got Promoted and Who Got Kicked Out?

This chart actually reveals the steering wheel of the next round of AI capital flow ($NVIDIA(NVDA.US) $Tesla(TSLA.US))

This latest "AI 30" list is not just a simple enumeration of companies, but a "capital trailer":
Who is becoming the core beneficiary of the next round of AI investment, who is being marginalized, and where the structural trend is heading—all explained in one chart.

Below is the full interpretation to help you understand the capital logic behind the list.

1️⃣ Ultra-large-scale computing: Cloud giants officially enter the "AI infrastructure-led era"
$Microsoft(MSFT.US), $Alphabet - C(GOOG.US), $Amazon(AMZN.US), $Oracle(ORCL.US) are all on the list, indicating one thing:
The infrastructure layer of AI has been completely integrated by cloud providers.
Training, inference, data, and model hosting are all under the control of these giants, making them the most stable AI Beta for the next decade.

At the same time, CoreWeave ($Coreweave(CRWV.US)) has moved from the edge to the main list, becoming the first new "pure AI cloud" giant, symbolizing that Neocloud now has systemic influence.

2️⃣ Autonomous fleets, energy, robotics: $Tesla(TSLA.US) is officially classified as an "AI-driven real-economy company"
The addition of IREN and the inclusion of $Tesla(TSLA.US) shift the entire module from "technology" to "real-world AI industrialization."

A strong trend is emerging:
Capital is betting that AI will not remain in software but will enter tangible, real-world economic sectors like transportation, energy, and robotics.

Tesla is the only fully vertically integrated company that spans:
• AI (FSD)
• Robotics (Optimus)
• Energy (Megapack)
• Vehicles (product scaling)

This is why it is listed as a core AI company.

3️⃣ Semiconductor hardware: Winners are all on the list, losers disappear directly
Added: $CRVW (CoreWeave)
Entered: $NVIDIA(NVDA.US), $AMD(AMD.US), $Broadcom(AVGO.US), $Micron Tech(MU.US), $Taiwan Semiconductor(TSM.US), $Nebius(NBIS.US)

The signal here is very clear:
The incremental value of the entire AI era is still most concentrated on "compute-intensive companies."

• $NVIDIA(NVDA.US) is the absolute leader
• $Broadcom(AVGO.US) captures the dividends of the AI network and inference era
• $Micron Tech(MU.US) benefits from the GPU demand explosion, making storage a necessity
• $Taiwan Semiconductor(TSM.US) is the underlying moat for the entire AI training chain

Companies that cannot enter advanced processes or tap into AI GPUs—have already been removed from the list.

4️⃣ Consumer internet: Only companies that can "turn AI into products" remain
Listed: $Shopify (SHOP.US), $Alibaba(BABA.US), $Apple(AAPL.US), $Meta Platforms(META.US), $Baidu(BIDU.US), $Roblox(RBLX.US)
The key point is that these companies share the commonality of having introduced AI into:
• E-commerce decision-making
• Search and advertising
• Content production
• Recommendation systems
• Interactive engines (e.g., Roblox)

Those that haven’t turned AI into actual products—have been kicked out.

5️⃣ Software and security sector: The traditional moats of AI and data remain stable
PLTR, SNOW, CRM, IBM, MDB, ZS, PANW all maintain their positions, which shows:
Data and security are rigid demands in the AI era and will not be replaced by large models.

Especially ZS, CRWD, PANW have seen a clear rise in status—AI increases attack surfaces and expands security budgets.

6️⃣ Which companies were removed? The commonalities are very clear
The removed companies almost all share one of three characteristics:
• AI productization is too slow
• Unable to form ecosystem barriers
• Unable to occupy a key position in the capital expenditure wave

In other words:
AI has entered a "screening phase," and not everyone benefits.

Summary:
The AI 30 list is telling us three things:
1) The biggest incremental gains in the AI era are still in computing power and data centers
2) AI has begun to enter the real economy (energy, transportation, robotics)
3) The consumer and software sectors have entered a "productization" elimination race

So the question is:
Who do you think will advance and who will be eliminated in the next AI list update?

🎯 Continuous analysis of the AI industry chain, capital expenditure trends, data center upgrade cycles, and the real-world AI pace to help you understand where the next round of growth will begin.

$Tesla(TSLA.US) $NVIDIA(NVDA.US) $Microsoft(MSFT.US) $Amazon(AMZN.US) $Alphabet - C(GOOG.US)L #AI #Semiconductors #CloudComputing #DataCenter #Tesla #Nvidia #TechStocks