In the Shadow of AI Giants: How Satellite and Network Equipment Providers Are Rising as the Unsung Winners of the 2025 Tech Boom!

While investors are fixated on NVIDIA and other semiconductor giants, a remarkable development is unfolding in the background: the communications sector has emerged as the strongest segment in the stock market. Satellite operators and network equipment providers are massively benefiting from the global expansion of AI infrastructure – because artificial intelligence requires not only powerful chips but, above all, reliable data connections. The infrastructure behind the infrastructure Gigantic AI data centers are increasingly being established...