The Second Wave of AI Infrastructure – Where Future Winners are Positioning Themselves!

After the initial euphoria over chatbots and graphics cards, 2026 marks the beginning of the second phase of the AI boom: the industrial expansion of infrastructure. While memory chips lay the foundation, the focus now shifts to the "nervous system” of the AI economy – manufacturers of production technology, connection systems, and data center architecture. The winners of the manufacturing chain: In semiconductor production, the supply sector is experiencing a renaissance. Ichor Holdings is evolving from an inconspicuous component supplier...