Before the Next Nvidia-Style Run, Here Are 3 AI Stocks Worth Watching - The Motley Fool

As the artificial intelligence (AI) boom continues to gain momentum, NVIDIA has emerged as one of the biggest beneficiaries, with its stock soaring over 1,300% in the past five years. However, the nex... Read original →

The AI infrastructure race is shifting from isolated chip performance to system-level interconnect optimization. NVIDIA’s NVLink and PCIe Gen6 ecosystems have created acute demand for high-bandwidth, low-latency connectivity—precisely where Astera Labs, Credo, and Marvell operate. Technically, active electrical cables and optical interconnects will force co-evolution of memory and switch architectures. Geopolitically, while not directly restricted, any U.S. clampdown on advanced packaging or EDA tools could delay their sub-7nm roadmaps. Broadcom may respond with acquisitions, while Taiwan, China-based players like MediaTek could leverage CoWoS capacity to enter custom interconnect markets. Over the next 18 months, as AI clusters scale beyond 10,000 GPUs, interconnect costs will exceed 30% of total BOM—elevating these specialists from enablers to architecture arbiters, provided they diversify client concentration and win early in the co-packaged optics (CPO) standards battle.