Salesforce sells companies software to manage their customer relationships: sales, service, marketing. With Agentforce, it adds artificial-intelligence assistants able to act partly on their own — answering a customer, preparing a quote, sorting requests. It is one of the largest business-software publishers in the world.
Most companies will never buy a chip or rent an AI server directly: they encounter artificial intelligence through the software they already use. Salesforce sits precisely at that point of contact, where computing power turns into concrete action in daily work. It is a strong position, backed by a loyal customer base. But it is also contested: the very AI assistants Salesforce sells may, over time, reduce the number of employees using its software, and competitors are attacking the same ground. The real adoption of Agentforce should be verified before acting.
Salesforce holds a usage link in the Compute Economy: the one where computing power becomes a working tool for millions of employees. Its strength is its installed base; its fragility is that the AI it sells could erode the very model on which it bills. Verify before acting.
Everything you need to know about NeonBridge and the compute economy.
Oil powered the 20th century. Compute powers the 21st. Every time an AI model runs or a Bitcoin block is mined, it takes energy, chips, data centers, and cloud infrastructure to make it happen. The companies building all of that form the compute economy. NeonBridge tracks 200+ of them across 7 categories.
Just like oil or electricity, compute is a raw resource that every industry needs. AI models can't train without GPU cycles. Bitcoin can't exist without hashrate. As demand grows, the companies that produce, store, and distribute compute become critical infrastructure. That makes compute the defining commodity of this century.
AI and Bitcoin are not two separate topics. They are two expressions of the same industrial revolution. AI transforms compute into intelligence. Bitcoin transforms compute into verifiable scarcity. Both need the same physical foundations: energy, chips, and data centers. That is why NeonBridge tracks them together, as one economy.
Most companies in the tracker are publicly listed stocks you can buy through any brokerage account. We highlight EU-friendly brokers like Trade Republic, Interactive Brokers, DEGIRO, and Scalable Capital to help you get started. No crypto wallet needed for the equity side.
Like any sector, compute infrastructure carries risk. Chip supply chains can be disrupted by geopolitics. Energy costs fluctuate. AI regulation is evolving fast. Bitcoin mining profitability depends on network difficulty and price cycles. Diversifying across the 7 categories of the compute economy helps reduce exposure to any single risk.
Global AI compute capacity doubles every 6-7 months, fueled by explosive AI adoption outpacing historical trends, with contributions from Bitcoin mining infrastructure repurposing and autonomous systems. Governments worldwide have committed hundreds of billions to chip manufacturing and power infrastructure. This reflects an enduring industrial shift comparable to electrification.
