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The AI infrastructure thesis shows exceptional momentum. GPU demand continues to outstrip supply, with NVIDIA maintaining dominant market position. Second-derivative plays in networking (Arista) and power/cooling (Vertiv) offer exposure with less valuation risk. Watch for margin compression as competition intensifies in 2025.

NVIDIA Corporation

Dominant GPU provider for AI training and inference. Data center revenue up 154% YoY. Expanding into inference chips and enterprise AI software.

1Y Change +34.8% View details

Broadcom Inc

Leading custom AI accelerator chips (TPUs for Google, ASIC designs). Networking solutions critical for AI cluster connectivity.

1Y Change +49.2% View details

Arista Networks

High-performance networking for AI data centers. 400G/800G ethernet switches essential for GPU cluster interconnects.

1Y Change +67.3% View details

Vertiv Holdings

Critical power and cooling infrastructure for AI data centers. Liquid cooling solutions addressing GPU thermal challenges.

1Y Change +142.8% View details

Dell Technologies

Enterprise AI server solutions. PowerEdge servers optimized for GPU workloads. Strong partnerships with NVIDIA.

1Y Change +89.5% View details