Who Sells the 'Picks and Shovels' of the AI Revolution Is Making Millions

The Artificial Intelligence revolution has had very well-known faces. Nvidia, Microsoft, Alphabet, Amazon, Meta. Companies that have come to occupy the headlines, the financial markets and, in some cases, the collective imagination. But there is a second revolution happening far from the spotlight. Companies that sell the "picks and shovels" of AI — the infrastructure, the chips, the tools and the services that allow the revolution to function — are also accumulating millions. They are the silent suppliers of an industry that continues to grow exponentially.