These Hidden AI Infrastructure Plays Could Surprise Long-Term Investors

Astera's solutions are also becoming mission-critical, as hyperscalers upgrade network infrastructure from 400-gigabits (400G) to 800-gigabits (800G) and even 1.6-terabits (1.6T). Since large amounts of data must be moved around to train and run complex AI models, data centers are increasingly opting for faster, low-latency, and higher-throughput networking solutionsThe company estimates that its addressable market will expand from $17.2 billion in 2024 to $27.4 billion in 2027. The company is also working ...