The artificial intelligence (AI) boom relies on more than just chips and software — it’s built on robust physical infrastructure that handles massive data loads, power demands, and connectivity. As tech giants like Nvidia (NASDAQ:NVDA) and Microsoft (NASDAQ:MSFT) expand data centers to fuel AI growth, a quieter group of companies provides essential components.
The following three companies supply interconnects, cooling systems, and power infrastructure, respectively, often overlooked but critical for scaling AI operations. With data center spending projected to surge through 2028, stocks in this niche offer strong growth potential amid the AI rush.
Investors eyeing long-term plays should consider these three under-the-radar suppliers driving the revolution from behind the scenes.
This post originally appeared at 24/7 Wall St.