Core Insights - The article highlights investment opportunities in infrastructure companies that are not as prominently recognized as major AI players like Nvidia, suggesting that some of these companies remain undervalued [1] Group 1: Investment Opportunities - Experts are identifying potential in shares of infrastructure companies, indicating that these stocks may offer attractive valuations compared to more obvious AI investments [1] - The focus is on companies that support AI infrastructure, which are essential for the growth of AI technologies but have not yet seen significant price appreciation [1] Group 2: Market Trends - There is a growing recognition of the importance of infrastructure in the AI ecosystem, which could lead to increased investment in these sectors as demand for AI capabilities expands [1] - The article suggests that as the AI market continues to evolve, infrastructure companies may benefit from increased spending and investment, positioning them as key players in the future [1]
These 8 stocks could form the backbone of AI as chips get more powerful
MarketWatch·2026-01-10 12:30