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The artificial intelligence (AI) market continues to expand, but the focus is gradually shifting beyond just advanced chips. Data centers today rely heavily on memory, high-speed optical links, and networking systems to support growing AI workloads. As more companies invest in AI infrastructure, these core components are becoming critical to performance, and in many cases, are facing supply constraints.
BNP Paribas analyst Karl Ackerman points out that investors are increasingly leaning into these constrained parts of the value chain. Instead of chasing crowded compute names, the focus is turning to areas where supply remains tight, particularly memory ICs and optical components.
