The AI “gold rush” is fueling one of the biggest infrastructure buildouts in tech history.
From chips to servers to data centers, a new generation of companies is building the backbone of artificial intelligence. As more businesses adopt AI and demand for high-performance systems grows, these companies could be set to capture meaningful long-term upside.
Here are 10 stocks that could benefit from the growing need for AI infrastructure, including compute power, networking, and cutting-edge hardware.
Here are 3 of the top stocks from this list that analysts think are the most undervalued:
Super Micro Computer (SMCI)
- Market Cap: $19 billion
- Industry: Technology Hardware, Storage, and Peripherals
- Analyst Upside: 46%
- P/E Ratio: 12x
Company Overview: Supermicro is a global leader in high-performance, energy-efficient server technology, offering a comprehensive range of IT solutions for enterprise, cloud, AI, and 5G infrastructure.
Business Strategy: The company focuses on delivering first-to-market innovations by designing and manufacturing advanced server and storage systems, aiming to meet the evolving needs of data-intensive applications.
Why SMCI Can Benefit from the AI Boom:
- Designs custom AI-optimized servers, directly tailored to house NVIDIA GPUs, which are in short supply and high demand.
- Faster product cycles and flexibility than legacy server OEMs, helping Supermicro win business from data centers scaling AI clusters.
- Massive revenue growth is tied to AI infrastructure buildouts, with management repeatedly raising guidance due to unprecedented AI server demand.
Analyze stocks like Super Micro Computer quicker with TIKR (It’s free) >>>
NVIDIA (NVDA)
- Market Cap: $2.8 trillion
- Industry: Semiconductors and Semiconductor Equipment
- Analyst Upside: 39%
- P/E Ratio: 27x
Company Overview: NVIDIA is a pioneer in accelerated computing, known for its graphics processing units (GPUs) that power gaming, professional visualization, data centers, and automotive markets.
Business Strategy: The company leverages its GPU technology to drive advancements in AI, deep learning, and high-performance computing, expanding its ecosystem through hardware, software, and services integration.
Why NVIDIA Can Benefit from the AI Boom:
- Dominates the AI chip market, with its GPUs (like the H100 and upcoming Blackwell series) powering most AI training workloads globally.
- Software moat through CUDA, making it hard for developers and companies to switch to competing chip architectures.
- Demand from hyperscalers is exploding, as cloud giants and AI startups race to deploy more training and inference capacity.
Track NVIDIA’s growth trends and analyst forecasts on TIKR (it’s free) >>>
Advanced Micro Devices (AMD)
- Market Cap: $160 billion
- Industry: Semiconductors and Semiconductor Equipment
- Analyst Upside: 28%
- P/E Ratio: 24x
Company Overview: AMD is a global semiconductor company specializing in high-performance computing, graphics, and visualization technologies for gaming, data centers, and embedded applications.
Business Strategy: The company aims to deliver leadership products through innovation in CPU and GPU architectures, targeting growth in AI, gaming, and cloud computing sectors.
Why AMD Can Benefit from the AI Boom:
- Rapidly gaining ground in AI GPUs, with its MI300X accelerator already being adopted by Microsoft, Meta, and others as an alternative to NVIDIA.
- Strong CPU + GPU portfolio, allowing AMD to offer integrated AI solutions for training, inference, and general-purpose workloads in data centers.
- Open software ecosystem (ROCm) is maturing, reducing developer friction and making AMD hardware more accessible for AI development.
AMD Price Target (TIKR)
Find stocks that we like even better than AMD with TIKR (It’s free) >>>
TIKR Takeaway
Super Micro Computer, NVIDIA, and AMD are at the forefront of the AI infrastructure boom, supplying the critical hardware and computing power that drive AI development.
With increasing demand for accelerated computing and data center solutions, these companies are well-positioned to capitalize on long-term trends in artificial intelligence and high-performance computing.
- 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!
