AI Infrastructure 2025: The Unsung Winners Behind the Hype!
Reading Time: 3 minutes
The AI boom is transforming in 2025 from a GPU dominance to a broad infrastructure offensive. Large models require not only computing power but also storage, networks, and cloud platforms - opportunities for investors beyond NVIDIA. Hyperscalers such as Amazon are investing massively, while specialists like Marvell, Micron, Seagate, and CommScope are benefiting. The year-end Santa rally could fuel this trend, supported by cooling economic conditions and declining interest rates. Amazon as a jack-of-all-trades: Amazon is positioning itself as a...
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