Three Key Stocks Solving Artificial Intelligence Infrastructure Bottlenecks

Success in artificial intelligence investments comes from finding companies that solve the sector's infrastructure bottlenecks, rather than turning directly to chip manufacturers. Experts highlight the stocks of Astera Labs, Credo Technology, and Vertiv, which draw attention with their growth potential.

Astera Labs and High-Margin Connectivity Solutions

Astera Labs focuses on signal degradation issues in artificial intelligence clusters and connectivity problems between memory and processors.

The company's revenue reached $308.4 million in the first quarter of 2026, and its gross profit margin stood at 76.3 percent.

While the Scorpio product family is expected to become the largest product group in the future, the company has a $6.5 billion warrant agreement with Amazon.

Active Electrical Cables with Credo Technology

Credo Technology produces active electrical cables that replace expensive and high-power-consuming optical connections in data centers.

The company, which increased its revenue by 272 percent year-over-year to $268 million in the second quarter of fiscal 2026, is following a rapid growth curve.

However, the reliance of revenues on a small number of customers poses significant customer concentration and valuation risks.

Vertiv and Data Center Power and Cooling Systems

Vertiv Holdings develops power distribution units, uninterruptible power supplies, and advanced cooling systems for data centers.

With orders increasing in the fourth quarter, the company's backlog rose to $15 billion, experiencing a surge in demand.

The massive need for liquid cooling systems has led Vertiv to increase its production capacity by 40 to 50 percent.