Artificial intelligence is driving what many predict will be the largest productivity boom in human history. but it can’t happen without the infrastructure supporting it.
Behind every AI breakthrough are semiconductors, networking hardware, data centers, and software platforms delivered by companies building the critical infrastructure that powers AI’s growth.
Here are 10 AI infrastructure stocks positioned to benefit as demand for computing power and data capacity continues to surge.
Find high-quality AI infrastructure stocks today with TIKR (It’s free) >>>
Here are 3 AI infrastructure stocks that could be worth a closer look today.
Advanced Micro Devices (AMD)
- Market Cap: $140 billion
- Industry: Semiconductors and Semiconductor Equipment
- Analyst Upside: 65%
- P/E Ratio: 19
Company Overview: AMD is a semiconductor company that designs microprocessors, GPUs, and other integrated circuits, competing directly with companies like Intel and NVIDIA. Its flagship products include Ryzen processors and Radeon graphics cards.
Business Strategy: AMD generates revenue through its processors and GPUs, focusing on gaining market share from its competitors in the consumer and enterprise segments. The company is actively growing its footprint in data centers, gaming, and AI technologies.
Recent Developments:
- Earnings & Profitability: AMD’s earnings have surged recently, with strong sales of their Ryzen processors and EPYC chips driving significant profitability.
- Business Growth Trends: AMD’s benefited from continued expansion into data centers and high-performance computing. This has been supporting AMD’s growth in the enterprise market.
- Shareholder Returns: Shareholders have benefited from consistent returns, supported by AMD’s increased market share and improving profit margins.
Analyze stocks like AMD quicker with TIKR (It’s free) >>>
NVIDIA (NVDA)
- Market Cap: $2.4 trillion
- Industry: Semiconductors and Semiconductor Equipment
- Analyst Upside: 60%
- P/E Ratio: 23
Company Overview: NVIDIA is a leading global technology company specializing in graphics processing units (GPUs), artificial intelligence (AI), and high-performance computing. It is known for its gaming GPUs (GeForce), data center products (A100), and AI-driven software platforms.
Business Strategy: NVIDIA generates revenue through its GPU and AI solutions for gaming, professional visualization, data centers, and automotive markets. The company is focused on expanding its AI and deep learning capabilities, so the company can lead in the AI hardware and software markets.
Recent Developments:
- Earnings & Profitability: NVIDIA reported significant earnings growth, driven by strong demand for AI and gaming products, particularly for its GPUs.
- Business Growth Trends: The company is expanding its presence in AI and data centers, positioning itself as a leader in the AI-driven computing market.
- Shareholder Returns: NVIDIA continues to deliver solid returns to shareholders, supported by sustained profitability and market dominance in GPUs.
Track NVIDIA’s growth trends and analyst forecasts on TIKR >>>
Super Micro Computer, Inc. (SMCI)
- Market Cap: $19 billion
- Industry: Technology Hardware, Storage and Peripherals
- Analyst Upside: 57%
- P/E Ratio: 11
Company Overview: Super Micro Computer designs and manufactures high-performance servers, storage systems, and networking solutions. Its products serve technology industries like cloud computing, enterprise IT, and artificial intelligence.
Business Strategy: Super Micro generates revenue by offering customizable, energy-efficient server solutions to data centers and cloud-based companies. The company focuses on innovation and scalability, so it can meet the growing demand for high-performance computing.
Recent Developments:
- Earnings & Profitability: Super Micro has posted improved profitability, bolstered by strong demand for its server solutions in data centers and AI.
- Business Growth Trends: Growth in AI and cloud computing services has fueled expansion, with Super Micro gaining traction in emerging markets.
- Shareholder Returns: The company has provided healthy returns to shareholders as a result of enormous revenue increases and operational efficiency.
Find stocks that we like even better than Super Micro Computer with TIKR (It’s free) >>>
TIKR Takeaway
As the demand for AI and data center solutions continues to skyrocket, Advanced Micro Devices (AMD), NVIDIA (NVDA), and Super Micro Computer, Inc. (SMCI) are companies that are expected to benefit from the rapid growth in AI applications.
AMD is expanding its presence in high-performance computing, NVIDIA is leading in GPUs, and Super Micro Computer is driving server innovation.
Investors looking to tap into this trend should keep an eye on these key players shaping the future of AI infrastructure.
Looking for deeply undervalued stocks? Browse TIKR’s stock screener to find the best stocks to buy today.
- Already love the stocks you own? Get real-time news and in-depth stock insights when you add your holdings to your watchlist on TIKR.
- Want to stay ahead? TIKR’s analysts’ estimates give you 5 years of Wall Street forecasts so you can feel confident in the stocks you invest in.
Looking for New Opportunities?
- See what stocks billionaire investors are buying so you can follow the smart money.
- Analyze stocks in as little as 5 minutes with TIKR’s all-in-one, easy-to-use platform.
- The more rocks you overturn… the more opportunities you’ll uncover. Search 100K+ global stocks, global top investor holdings, and more with TIKR.
Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
