Quick Read – MRVL and ALAB have surged 187% and 151% YTD as hyperscaler capex floods into custom silicon and PCIe connectivity beyond GPUs. – Cerebras locked a $20B OpenAI inference contract and a $1B working capital loan, making its 36% post-IPO pullback look like an entry…
int. – ARM’s royalty model now spans every major AI CPU, including NVIDIA Vera, Google Axion, and Microsoft Cobalt, with data center royalties more than doubling year over year. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Arm didn’t make the cut. Grab the names FREE today
The AI data center buildout is minting a second tier of winners that most retail investors still haven’t priced in. While the crowd fights over GPU tickers, the money is quietly flowing into the plumbing: RF, optical, custom silicon, PCIe retimers, wafer-scale compute. Consider that Arm Holdings (NASDAQ:ARM) alone now sees over $2 billion in customer demand for its AGI CPU across FY27-FY28, with the data center CPU market pegged at more than $100B by 2030.
That is one company, one product line. The following five names sit directly on the fuse. 1. MACOM Technology Solutions Start with the name almost nobody puts on their AI list.