Silvia Jablonski identifies energy supply as a major bottleneck for the continued growth of the AI industry.

The quantum computing company Quantinuum has a valuation of $12 billion.

Silvia Jablonski suggests that investors heavily allocated to tech can diversify by using products like the XMAG ETF, which excludes the Magnificent Seven from the S&P 500.

Silvia Jablonski notes that photonics and laser companies such as Lumentum, Coherent, and POET Technologies are performing well due to their role in energy-efficient data transfer for AI.

Silvia Jablonski believes the upcoming SpaceX IPO will be one of the most exciting in history due to massive investor interest.

The public perception of AI has broadened significantly from just chatbots like ChatGPT a year ago to now include defense AI, power infrastructure, cooling, and photonics.

Silvia Jablonski views SpaceX as a potential AI company focused on space connectivity and space compute.

The company IREN, formerly a bitcoin mining company, has pivoted to become involved in AI infrastructure.