Betting on the Backbone: 3 AI Infrastructure Stocks

Core Insights - The AI revolution is at a critical juncture, similar to the dot-com bubble, but with a focus on physical infrastructure rather than speculative software [2][3] - There is a significant shortage of physical resources necessary for AI, including reliable electricity and rare earth minerals, creating a tangible asset play for investors [3] - Companies like NuScale Power, MP Materials, and USA Rare Earth are well-positioned to capitalize on the demand for infrastructure supporting AI [4][6] Company and Industry Summaries - The demand for baseload power for AI data centers is increasing, making advanced nuclear energy essential, with NuScale Power leading in regulatory approvals for Small Modular Reactors (SMRs) [4][6] - NuScale Power has secured a commercial agreement for large-scale deployment of its SMR technology, enhancing its market position [5][6] - MP Materials benefits from government pricing support, ensuring revenue stability and potential for vertical expansion in the rare earth supply chain [6] - USA Rare Earth is enhancing its domestic supply chain through strategic acquisitions and is on track to launch its magnet manufacturing facility [6]