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Barchart
Barchart
Patrick Sanders

4 Stocks Powering the AI Revolution Behind the Scenes

Coherent NEE Caterpillar COHR Nvidia SanDisk SNDK CAT Jensen Huang Amazon

While hyperscalers like Amazon (AMZN) and chipmakers like Nvidia (NVDA) get a lot of attention in the artificial intelligence (AI) buildout, creating the infrastructure to make AI a reality is often an overlooked investing theme. After all, data centers need land, power systems, connectivity, storage, and cooling systems — and all of those are just as important as Nvidia’s vaunted GPUs or Amazon’s industry-leading cloud.

Nvidia CEO Jensen Huang pointed to this recently in Texas, speaking about the expansion of a Coherent (COHR) manufacturing facility that provides technology needed for AI systems. The facility in Sherman, Texas, is being expanded through a $2 billion partnership between Coherent and Nvidia, and will quadruple the output of the factory that makes material used in lasers that transmit data among computer chips.

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