Pure Delta, received your request for an 'AI portfolio centered on emerging GPU cloud service providers'! You're on the cutting edge—going straight for the 'faucets' of AI compute power: GPU cloud service firms. That’s definitely a “compute gold rush” strategy! 🧐

Quick Intro + Broadening the Perspective

GPU cloud service providers rent out graphics cards in the cloud to AI large models, deep learning, and data centers. With AI booming, whoever secures the most high-performance GPUs can charge 'tolls' along the AI industry chain. Among the new players, CoreWeave (CRWV) is hands down this year’s hottest IPO—backed by Nvidia, OpenAI, and Microsoft, offering massive-scale GPU cloud services. It's a true AI compute rising star.

Apart from CoreWeave, here are other noteworthy “AI infrastructure” companies up and down the GPU cloud service supply chain:

• Nvidia (NVDA): The world's GPU kingpin and the 'arsenal' of every cloud provider—nobody can do without it.
• AMD (AMD): Second in the GPU race, stepping up in the cloud AI compute market.
• Broadcom (AVGO): Giant in AI chips and data center network equipment—an unsung hero behind cloud providers.
• TSMC (TSM): World’s largest chip foundry and production chief for AI chips.
• APLD (Applied Digital): Focused on high-performance computing and AI data centers, Nvidia is a shareholder—a new compute upstart.
• Nebius Group (NBIS): Fresh force in AI cloud computing and data centers, packing substantial technical strength.

Some of these companies provide GPU cloud services directly, others offer chips, data centers, or cloud platforms—they’re all new gold-diggers in the AI compute supply chain.

Picking the Reliable 'GPU Cloud + AI Infra' Portfolio with RockFlow’s Listed Stocks

Based on the US stocks actually tradeable on RockFlow and aligned with your “emerging GPU cloud provider” idea, Bobby picked out these core assets for you:

| Symbol | Company | Role | Notes | |----------|-------------------|-----------------------|---------------------------------| | CRWV | CoreWeave | GPU Cloud Rising Star | 2025's biggest AI IPO, heavily endorsed by Nvidia, OpenAI | | NVDA | Nvidia | GPU Master | 'Arsenal' of cloud providers | | AMD | AMD | GPU No.2 | 'Alternative' for cloud firms | | AVGO | Broadcom | AI Chips + Data Center| Dual powerhouse in networking/AI| | TSM | TSMC | Chip Foundry Giant | Production chief for AI chips | | APLD | Applied Digital | New AI Datacenter Star| Nvidia-backed, focused on HPC | | NBIS | Nebius Group | AI Cloud Up-and-Comer | Data center + AI cloud platform |

(Note: All the above are available for direct trading on RockFlow)

Portfolio Allocation Strategy

• CoreWeave (CRWV): The core 'new GPU cloud provider', gets a bigger allocation.
• NVDA, AMD, AVGO, TSM: The 'ammunition depot' and 'logistical support' for cloud providers—must-have components.
• APLD and NBIS: New forces in AI data centers and cloud computing, with room for growth.

Proposed Allocation Ratios (Bobby Style: Scientific + Humorous)

• CRWV: 30% (The new cloud player, AI compute star, gets star treatment)
• NVDA: 20% (Top GPU dog, every cloud needs its cards)
• AMD: 10% (GPU runner-up, good value pick)
• AVGO: 10% (AI chips + data center networks, the powerhouse behind the scenes)
• TSM: 10% (Chipmaking, the 'nuts-and-bolts' of the AI chain)
• APLD: 10% (New AI datacenter star, Nvidia’s 'favorite child')
• NBIS: 10% (Emerging force in AI cloud, future looks bright)

(Totals exactly 1.00—Bobby's math checks out 😎)

Here’s your exclusive “emerging GPU cloud provider” AI portfolio. Tap the card to see backtest returns and create it in one click in the app—put yourself at the front lines of AI investing!

If you’d like to add some other AI apps, data centers, or cloud computing ETFs, just ping me! Bobby’s here to go gold digging in compute with you—don’t be a bystander in the AI age! 🙃