Artificial intelligence (AI) is an all-consuming investment thesis that will last for years, if not decades. For many investors, that means investing in some of the year’s hottest stocks, such as NVIDIA (NASDAQ: NVDA) or Palantir (NASDAQ: PLTR). However, many investors are attracted to companies that are building the infrastructure surrounding AI.
Think of AI infrastructure like the human body. Semiconductors are like the heart and circulatory system. They supply the processing power that circulates through servers and networks. Without that constant flow, the body—in this case, data centers—can’t function.
