Tech tycoons like Elon Musk and Jeff Bezos exhibit strikingly similar strategic deployments! What investment insights are hidden within these five highly contested sectors?
According to a report by The New York Times, $Amazon (AMZN.US)$ Jeff Bezos, founder and former global richest person, has stepped back into the spotlight four years after stepping down as CEO of Amazon to co-found an artificial intelligence startup named "Project Prometheus," where he will serve as co-CEO.
Multiple sources familiar with the matter revealed that the company’s focus aligns closely with Bezos' long-standing vision of “taking humanity to space.” The venture will concentrate on applying artificial intelligence to fields like computing, aerospace, and automotive to enhance engineering and manufacturing.
Media, AI, robotics, new energy vehicles, and space — these five key sectors have become the most contested arenas.
Notably, according to Wall Street News,The business empires of Bezos and Musk are increasingly overlapping — media, AI, robotics, new energy vehicles, and space have become the battlegrounds for tech billionaires.
Musk realized years ago thatthe true wealth in the field of artificial intelligence does not merely lie in building the best chatbot, but in controlling the underlying infrastructure on which everything else depends.His creation of xAI is not only intended to compete with ChatGPT but also to integrate it into businesses like Tesla, SpaceX, and Starlink. Tesla achieves autonomous driving, SpaceX optimizes rocket launches, and Starlink manages network operations. Artificial intelligence has ultimately become the operating system of his entire business empire.
Bezos is now doing the same thing, albeit playing catch-up.Blue Origin builds spacecraft, Slate Auto manufactures automobiles, and the newly established Prometheus project has become the backbone network connecting manufacturing, logistics, and autonomous driving systems across industries. He starts with AI infrastructure and then integrates it backward into his various companies.
Musk is a step ahead because he owns the X platform as an amplifier,which allows every announcement to instantly reach 200 million users. Bezos, on the other hand, owns The Washington Post, targeting a different audience but employing the same strategy. Moreover, Tesla competes with Slate Auto in the electric vehicle sector, while SpaceX rivals Blue Origin in space exploration. The real competition lies in the dominance of infrastructure. This is the true AI arms race. The key is no longer about who trains the smartest model, but who ultimately controls the pipelines, power, and platforms on which the entire AI economy depends.
Which companies in these five industries are worth watching?
The moves of tech billionaires serve as a bellwether for future trends. Therefore, these five industries merit close attention from investors.
First, the media industry,In addition to X under Musk and $Meta Platforms (META.US)$ under Zuckerberg, according to media reports,Amazon founder Jeff Bezos is considering acquiring the CNBC financial television network.This global fourth-richest individual, with a net worth of $241 billion, has expressed interest in acquiring the financial media outlet to his business partners, and the transaction may commence $Comcast (CMCSA.US)$ later this year after CNBC's spin-off.
Moreover, the streaming industry, including $Netflix (NFLX.US)$ 、 $Roku Inc (ROKU.US)$ 、 $FuboTV (FUBO.US)$ , among others, is also noteworthy.
Second, the AI industry,Currently, tech giants such as Google, Microsoft, Meta, and Musk's xAI are accelerating the expansion of their data center capacities. Therefore, opportunities still exist within the data center supply chain.
Previously,"A $70 Billion Bet on AI and Energy! In the Era of Trump 2.0, These Areas Become Key Focuses for Investment"It was also mentioned that in the era of Trump 2.0, the data center supply chain will be one of the beneficiaries.
Regarding semiconductors,Investors can focus on $NVIDIA (NVDA.US)$ 、 $Broadcom (AVGO.US)$ 、 $Marvell Technology (MRVL.US)$ 、 $Intel (INTC.US)$ 、 $Micron Technology (MU.US)$ 、 $Advanced Micro Devices (AMD.US)$ Such chip giants as NVIDIA.
In terms of IT infrastructure,Focus on server $Dell Technologies (DELL.US)$ 、 $Super Micro Computer (SMCI.US)$ 、 $Hewlett Packard Enterprise (HPE.US)$ ；
Regarding data centers,focus on $Microsoft (MSFT.US)$ 、 $Alphabet-A (GOOGL.US)$ 、 $Amazon (AMZN.US)$ 、 $Meta Platforms (META.US)$ 、 $Oracle (ORCL.US)$ 、 $CoreWeave (CRWV.US)$ 。
Data center developers and operatorswill need to focus on $Digital Realty Trust Inc (DLR.US)$ 、 $Equinix Inc (EQIX.US)$ 、 $DigitalBridge Group (DBRG.US)$ 。
hyperscale enterprisesIncluding $Microsoft (MSFT.US)$ 、 $Amazon (AMZN.US)$ 、 $Alphabet-A (GOOGL.US)$ 、 $Oracle (ORCL.US)$ etc.;
AI Cloud ServicesYou may pay attention to $CoreWeave (CRWV.US)$ 、 $NEBIUS (NBIS.US)$ 、 $IREN Ltd (IREN.US)$ etc.;
Additionally, ifElectrical equipment $Eaton (ETN.US)$ 、 $GE Vernova (GEV.US)$ as well as Liquid cooling service provider $Vertiv Holdings (VRT.US)$ 。
Third, the robotics industry,NVIDIA CEO Jensen Huang once stated that following AI, robotics is another market with significant growth potential for NVIDIA.
Meanwhile, major technology giants are actively positioning themselves in this field, with some opinions suggesting thatRobotthe industry is on the verge of a boom, and 2026 will be remembered as the "iPhone moment" for the humanoid robotics industry.
Previously,"Jensen Huang Defines New AI Wave! Physical AI May Herald a New Era—Could These Two Industries Take Off?"The article also outlined relevant concept stocks in the U.S. stock market:
Among them,Logistics robotics sector: $Amazon (AMZN.US)$ , the leading warehouse robotics company $Symbotic (SYM.US)$ , which provides "last-mile" food delivery services to Uber Technologies' takeaway platform $Serve Robotics (SERV.US)$ , warehouse robotics $ATS Corp (ATS.US)$ 、 $Guardforce AI (GFAI.US)$ ；
Robotics software field: $NVIDIA (NVDA.US)$ 、 $PTC Inc (PTC.US)$ 、 $Palladyne AI (PDYN.US)$ 、 $Mobilicom (MOB.US)$ 、 $Qualcomm (QCOM.US)$ ；
Industrial robotics sector: $Tesla (TSLA.US)$ 、 $Honeywell (HON.US)$ 、 $Teradyne (TER.US)$ 、 $Lincoln Electric (LECO.US)$ ；
Robotics automation sector: $Rockwell Automation (ROK.US)$ 、 $Zebra Technologies (ZBRA.US)$ 、 $Cognex (CGNX.US)$ 、 $UiPath (PATH.US)$ 、 $Pegasystems (PEGA.US)$ 、 $Myomo (MYO.US)$ ；
Medical robotics field: $Medtronic (MDT.US)$ 、 $Stryker Corp (SYK.US)$ , and developer of intelligent robotic radiosurgery systems $Accuray (ARAY.US)$ 、
Global leader in surgical robotics, Intuitive Surgical company, and surgical robot supplier. $PROCEPT BioRobotics (PRCT.US)$ 、
A global leader in electrophysiology innovation and robotic technology $Stereotaxis (STXS.US)$ , a leading company in rehabilitation robotics $Lifeward (LFWD.US)$ 、
Laparoscopic surgical robot led by Bill Gates $Vicarious Surgical (RBOT.US)$ Pharmacy dispensing robots $Omnicell (OMCL.US)$ ；
Defense Robots: $AeroVironment (AVAV.US)$ 、 $Kratos Defense & Security Solutions (KTOS.US)$ 、 $Lockheed Martin (LMT.US)$ 、 $Northrop Grumman (NOC.US)$ 、 $Boeing (BA.US)$、 $General Dynamics (GD.US)$ 、 $Teledyne Technologies (TDY.US)$ 、 $RTX Corp (RTX.US)$ 、 $Textron (TXT.US)$ 、 $L3Harris Technologies (LHX.US)$ 、 $Elbit Systems (ESLT.US)$ 、 $Nauticus Robotics (KITT.US)$ ；
Service Robots: Developers of cleaning, delivery, and cooking service robots $Richtech Robotics (RR.US)$ 。
Fourth, in the new energy vehicle industry,Morgan Stanley predicts that 2026 will be the pivotal year when autonomous driving transitions from science fiction to reality:
Tesla will achieve fully driverless operations in Texas and at least one other state, while Waymo’s urban coverage will expand by 5 to 10 times.
In addition, it has been reported that Zoox, Amazon's self-driving car subsidiary, is seeking approval from U.S. regulators to deploy autonomous vehicles without traditional driving controls such as steering wheels and pedals, indicating that the company is preparing to expand its commercial operations on a larger scale.
The industry generally believes that the 'first half' of the competition for new energy vehicles hinges on electrification,while the 'second half' focuses on intelligence. Previously,"Huang Renxun Defines the New Wave of AI! Physical AI May Open a Grand Era—Could These Two Industries Take Off?"also provided an overview of the autonomous driving industry chain:
Specifically, including:
Component supplier $Mobileye Global (MBLY.US)$ 、 $Innoviz Technologies (INVZ.US)$ 、 $NVIDIA (NVDA.US)$ 、 $Ouster (OUST.US)$ 、 $Luminar Technologies (LAZR.US)$ 、 $Aeva Technologies (AEVA.US)$ 、 $Tuya Inc (TUYA.US)$ 、 $Microvision (MVIS.US)$ 、 $Arbe Robotics (ARBE.US)$ 、 $Hesai (HSAI.US)$ 、 $HORIZONROBOT-W (09660.HK)$ 、 $BLACK SESAME (02533.HK)$ 、 $ROBOSENSE (02498.HK)$ ；
Robotaxi developers $Tesla (TSLA.US)$ 、 $Pony AI (PONY.US)$ 、 $WeRide (WRD.US)$ 、 $Baidu (BIDU.US)$ under Apollo, $Amazon (AMZN.US)$ under Zoox, $Alphabet-C (GOOG.US)$ under Waymo;
Mobility service providers $Uber Technologies (UBER.US)$ 、 $Lyft Inc (LYFT.US)$ 、 $DiDi Global Inc (DIDIY.US)$ ；
There are also car companies. $Tesla (TSLA.US)$ 、 $BYD COMPANY (01211.HK)$ 、 $XIAOMI-W (01810.HK)$ 、 $NIO Inc (NIO.US)$ 、 $Li Auto (LI.US)$ 、 $XPeng (XPEV.US)$ among others.
Finally, in the space industry, the space race among the world’s wealthiest individuals is heating up.Blue Origin, under Bezos, recently completed its first commercial payload mission with a new generation of heavy rockets and successfully recovered the first-stage booster for the first time. Meanwhile, Amazon announced it will rename its satellite internet business to LEO, planning to deploy over 3,000 satellites in space.
Moreover, an increasing number of AI companies are also turning their attention to space, initiating a new round of competition.
On November 2, NVIDIA sent its H100 GPU into space for the first time.
On November 4, Musk stated that he would expand the scale of Starlink V3 satellites and build space data centers, aiming to deploy 100 GW of data centers annually via Starship within 4-5 years.
On November 5, Google announced the launch of Project 'Sun Chaser,' planning to send two prototype satellites equipped with Trillium-generation TPUs into orbit by early 2027, directly deploying AI computing power in space. A Google executive stated: 'In the future, space may become the optimal location for scaling artificial intelligence computation.'
Previously,Are Space-based AI Data Centers Coming? In the Era of Trump 2.0, Which Space-related Stocks Could Benefit?One article also noted that, with the widespread application of AI, the computational infrastructurehas gained significant importance globally and its rapid expansion is an inevitable trend. Whether domestically or internationally, space could emerge as a new option for computational deployment in the future.。
Specifically, including:Launch service providers includeAmerican small commercial rocket company $Rocket Lab (RKLB.US)$ , the "first space tourism stock" $Virgin Galactic (SPCE.US)$ 。
Space infrastructure and services include"the first lunar infrastructure stock", American space exploration company $Intuitive Machines (LUNR.US)$ , the backbone of space infrastructure $Redwire (RDW.US)$ , commercial space company $Momentus (MNTS.US)$ , leader in space infrastructure $Sidus Space (SIDU.US)$ 。
Satellite communications includeThe first U.S. publicly listed low Earth orbit satellite company $AST SpaceMobile (ASTS.US)$ , and two operators providing geostationary orbit (GEO) broadband services in North America — $EchoStar (SATS.US)$ and $Viasat (VSAT.US)$ , as well as a satellite communication service provider $Iridium Communications (IRDM.US)$ , a U.S.-based low Earth orbit satellite communications company $Globalstar (GSAT.US)$ 。
Earth observation and imaging includes $Planet Labs PBC (PL.US)$ 、 $BlackSky Technology (BKSY.US)$ 、 $Spire Global (SPIR.US)$ 。
Technological instruments include $Teledyne Technologies (TDY.US)$ ；space batteries. $KULR Technology (KULR.US)$ 。
In addition, the aerospace and defense sector includes $RTX Corp (RTX.US)$ 、 $Lockheed Martin (LMT.US)$ 、 $L3Harris Technologies (LHX.US)$ 、 $Northrop Grumman (NOC.US)$ 、 $Boeing (BA.US)$ 、 $AAR Corp (AIR.US)$ 、 $Kratos Defense & Security Solutions (KTOS.US)$ 、 $Howmet Aerospace (HWM.US)$ 。
The competition in artificial intelligence is undergoing a paradigm shift: from the high-profile 'model race' to the underlying 'infrastructure battle.' Therefore, observing the strategic layouts of technology giants provides investors with an essential perspective: understanding who is building the 'operating system' for the next-generation economy holds far greater forward-looking significance than focusing on individual applications.
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
Comments (9)
to post a comment
228
387