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The Infrastructure Rotation Powering AI's Next Phase

Kaizen ResearchKaizen Research · May 25, 2026 · 18 min read
Report

The Thesis: Why Infrastructure Is the New Alpha

For the past two years, the dominant AI trade has been straightforward: buy the companies that design the chips powering artificial intelligence. NVIDIA went from a $500 billion company to the most valuable on earth. Broadcom tripled. The VanEck Semiconductor ETF (SMH) surged 66% year-to-date.

But something fundamental has changed in 2026,...

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Bittensor (TAO): The Bitcoin of AI

Kaizen ResearchKaizen Research · May 20, 2026 · 9 min read