@EmmaStone 1 month ago
This AI infrastructure name is catching fire again
This AI infrastructure name is catching fire again
climbed nearly 12% as investors continued hunting for companies tied to the massive AI data center buildout. The AI trade isn't just about chipmakers anymore. Companies supplying the lasers, networking gear, and optical components are starting to grab serious attention too.
@CopyRemarkable14 1 month ago
The AI trade is definitely broadening out now, with networking and optical infrastructure names starting to benefit alongside the chip giants.