Entry for the Start a Tilt Challenge (event: “2026 AI Competition”). This is a paper basket scored under the Official Rules. It is not investable, not investment advice, and not a recommendation.
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Composition
T1Quantum computing hardware companies
NVIDIA began its career as a company specializing in graphics computing, a leading player in this field that enabled gamers around the world; it has now abandoned gamers and developers to concentrate on AI data centers, which are extremely expensive. The future of AI data centers, in fact, lies in quantum computing. The technology is still being developed and put into practice. Quantum computing greatly reduces both cost and energy consumption and is expected to lead to safer environments. By using different types of hardware such as superconducting systems, trapped ions, neutral atoms, photonic systems, and topological systems, quantum computing acts as a catalyst for sustainability by solving complex and energy-intensive problems. These systems are expected to significantly enhance AI capabilities while cutting costs and reducing environmental impact, although the timeline will vary depending on the particular hardware approach employed. Most recently, an AI startup called Infinity has recreated Nvidia's proprietary CUDA-like software stack in just 10 hours by using AI coding agents. Infinity aimed to create software independent of specific chips, so AI inference workloads can run smoothly on alternative hardware without being tied to the Nvidia ecosystem. A comparable case is that prior to the release of OpenAI Triton, a developer who wanted to switch from Nvidia to AMD had to rewrite their entire software stack from CUDA to ROCm, which cost millions of dollars and took months of work. In short, the whole field is changing, and as a result, smaller companies are likely to become the new leaders. RISC-V International deals with CPU architectures and is already widely used in embedded devices, with its application now expanding into AI and automotive hardware. So what does that mean? It has lowered barriers for startups and small companies, allowing them to design their own silicon without paying huge upfront licensing fees. It has brought about geopolitical independence since countries can now develop their own semiconductor industries without being restricted by foreign intellectual property rules or subject to export controls. Moreover, it has reduced vendor lock-in because technology companies are no longer completely dependent on the proprietary architecture roadmaps of ARM or Intel. Larger companies that were once at the forefront of AI were shaken by DeepSeek; it shocked the global tech industry by releasing its advanced AI reasoning model, DeepSeek-R1, which matched the performance of top American models like OpenAI's o1 at a tiny fraction of the cost. This breakthrough wiped nearly $600 billion off Nvidia's market value in a single day and triggered broad stock market drops for U.S. tech giants like Microsoft, Alphabet, and Meta by dismantling long-held economic assumptions about artificial intelligence. The future is unpredictable.
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