Flying AI Space Datacenter Robots
A company that sits at the nexus
TLDR: Today we look into a company that sits at the intersection of every hot new industry you can name. From eVTOL to Space, Datacenters to Robotics. With partnerships ranging in datacenter with Google and Amazon all the way to innovative robotics and IOT startups, every base is covered. The market has beaten down the stock 40% from October highs but now presents a good buying opportunity into a firm that possesses a wide moat, sprawling presence and a nearly irreplaceable IP.
The title of today’s piece feels like a trashy late 80s sci-fi movie on an impending artificial intelligence takeover of the human race, but we promise that the real story here will be well worth your time.
Here we see a projection chart laying out global AI chip market size which is split by chipset type. Its a very diversified market, but as we know, there are only a very few players that control vast majorities in critical segments.
In foundries we have a massive leader with TSMC controlling nearly three fourths of all chip production given their leading edge tech allowing for as low as 2nm precision and packaging, supporting the newest AI chips including Nvidia Blackwell and Vera Rubin.
Speaking of Nvidia, they are by far the most dominant player in chip design, a near monopolistic control over the global AI accelerator market, and one that does not seem like it will stop after CES and the launch of Vera Rubin.
Nvidia has also made it a point to begin diversifying their solutions, with movement into autonomous vehicles with partnerships with Mercedes and their new Alpamayo AV models. They have also moved into robotics, eVTOL, and even space tech.
So that is today’s pick. No.
A research piece on Nvidia in 2026 would be a waste of time for the researcher and reader.
Everyone knows Nvidia’s dominance in their domains and their expansion into pretty much everything already.
Krypton research looks to dive deeper, our analysis doesn’t stop at trends and financials but aims to find secondary and tertiary beneficiaries of these trends, which ultimately leads to finding the most mispriced companies and the most upside investments.
Today we will not focus on Nvidia, but a name that fits the Krypton mold, and one that sits at the nexus of all these industries, presenting one of the best growth investments for the latter half of the 2020s.
Lets dive in.
