Core Insights - The article emphasizes that artificial intelligence (AI) relies not only on chips but also on the supporting infrastructure, including data centers, networking, and systems integration [2][3][9] Group 1: Infrastructure Providers - Digital Realty Trust (NYSE: DLR) operates over 300 data centers globally, focusing on wholesale colocation space and has seen record AI-driven leasing activity, raising guidance multiple times for 2025 as hyperscalers pre-commit capacity [5][6] - Equinix (NASDAQ: EQIX) runs more than 270 data centers and is increasing capital expenditures to $4 billion to $5 billion annually through 2029 to enhance AI-ready capacity, including facilities designed for high-density GPU deployments [7] Group 2: Networking and Component Suppliers - Arista Networks (NYSE: ANET) specializes in cloud networking switches and software for data centers, with its 400G and 800G platforms being deployed in AI cluster fabrics to prevent network bottlenecks during training runs [10]