In the fast-paced world of AI and blockchain, it's easy to get caught up in the hype around powerful GPUs and massive data centers. But as crypto enthusiast and founder Mardo (Miko) points out in a recent X post, there's an underrated hero in the mix: AI networking. This includes everything from ethernet cables to switches and routers that keep those AI servers humming at scale. According to Miko, a whopping 15-20% of AI capital expenditure (capex)—that's the money companies pour into building and upgrading their tech—goes straight into this networking gear.

Miko's thread caught eyes because it highlights how networking stocks like Credo Technology ($CRDO) and Broadcom ($AVGO) are hitting all-time highs. It's a reminder that while Nvidia ($NVDA) grabs headlines for its GPUs, the behind-the-scenes connectivity is just as vital for AI's explosive growth.

Breaking Down the Grand Teton Diagram

The image shared in the post depicts Nvidia's Grand Teton, a next-generation AI supercomputer platform designed for breakthrough performance in AI training and inference. It builds on previous systems like Eos and uses Nvidia's Grace Blackwell Superchips. At its core, Grand Teton can pack up to 576 Blackwell GPUs per rack, delivering an insane 1.4 exaflops of AI performance—that's a measure of computing speed for floating-point operations per second—and 30TB of high-bandwidth memory (HBM3e).

What stands out is the networking prowess. Grand Teton uses Nvidia's NVLink for super-fast GPU-to-GPU connections, offering 14.4 TB/s bidirectional bandwidth. For larger scales, it integrates Quantum-2 InfiniBand and Spectrum-4 Ethernet, both running at 400 Gb/s. This setup allows linking up to 32,000 GPUs in one cluster with minimal latency (delay in data transfer) and maximal bandwidth (data throughput). The design separates CPU, GPU, and switch trays for flexibility, making it easier to deploy and scale massive AI models. In simple terms, without this robust networking, even the best GPUs would bottleneck, slowing down AI progress.

Miko's AI Watchlist: Stocks Poised for Growth

Miko shares his personal watchlist for AI-related investments, blending hardware, software, and infrastructure plays:

• GPUs: $NVDA – The king of graphics processing units, essential for AI computations.
• AI Apps: $GOOG (Google) and $MSFT (Microsoft) – Tech giants building AI tools like chatbots and cloud services.
• Data Centers: $ORCL (Oracle), $GLXY (Galaxy Digital), $HUT (Hut 8) – Companies involved in hosting and managing the physical spaces where AI runs.
• Networking: $CRDO and $AVGO – Specialists in high-speed data transmission tech.
• Data Center Development: $STRL (Sterling Infrastructure) – Focused on building out these facilities.

He predicts that AI's massive appetite for infrastructure will birth $10+ trillion market cap companies soon. That's trillion with a 'T'—think Apple or Microsoft levels, but multiplied.

Crypto Volatility vs. Stock Stability: A Sharpe Ratio Perspective

Miko touches on a sore spot for blockchain folks: crypto's wild swings. He suggests stocks offer a better Sharpe ratio—a metric that measures return per unit of risk. In other words, you might get similar upside to crypto platforms but with less heart-stopping volatility. For meme token enthusiasts, this is food for thought. While meme coins can 100x overnight, they're also prone to brutal dumps.

But here's where it gets interesting for our community at Meme Insider. The AI boom isn't just a stock story—it's spilling into blockchain. AI-themed meme coins are gaining traction as playful yet potent bets on this tech wave. These tokens often riff on AI concepts, blending humor with speculation.

Top AI Meme Coins to Watch in 2025

Drawing from recent trends, here are some standout AI meme coins that could ride the infrastructure surge:

• Goatseus Maximus ($GOAT)​: A community-driven AI meme coin topping lists for its viral appeal and strong holder base. Check market cap on CoinGecko.
• Turbo ($TURBO)​: Created with AI assistance, it's one of the originals in this niche, focusing on fun and accessibility. Often hailed as a top performer with potential for massive gains.
• CorgiAI ($CORGIAI)​: Combines adorable dog memes with AI algorithms, appealing to both meme lovers and tech curious folks.
• Ai16z: An AI "L1" play, positioning itself as infrastructure for AI agents.
• Groq or similar AI-inspired tokens: Wait, actually, look at $SNAI, $AIXBT, and $MEMESAI from recent X buzz—these are touted for $1B potential in AI agent narratives.

Other mentions include $TRISIG, $MAX, and $ELIZA, which are gaining steam in DeFAI (Decentralized Finance AI) spaces. As AI networking enables larger models, these meme coins could see hype cycles tied to breakthroughs like Grand Teton's scaling tech.

Keep in mind, meme coins are high-risk—do your own research (DYOR). But with AI capex pouring in, they offer a blockchain angle on the same trends Miko highlights.

Why This Matters for Blockchain Practitioners

At Meme Insider, we're all about demystifying meme tokens while keeping an eye on broader tech shifts. AI networking might seem niche, but it's the glue holding together the data centers that could power decentralized AI on blockchains. Imagine meme coins evolving into AI-driven utilities, like agents for trading or content creation. As stocks like $AVGO surge, it signals capital flowing into AI, which often trickles into crypto innovations.

If you're diversifying from volatile meme plays, Miko's watchlist is a solid start. Or, for the degens among us, scoop up some AI-themed tokens before the next pump. Either way, the intersection of AI infrastructure and blockchain is heating up—stay tuned for more updates.