Secular Trend

AI Infrastructure

Manufacturing Intelligence

In A Nutshell

AI is the biggest opportunity of this decade.

It is already changing how the world works. From healthcare and education to finance, manufacturing, and entertainment, AI is transforming nearly every industry. It automates tasks, improves efficiency, and creates entirely new possibilities.

AI systems can learn, adapt, and come up with solutions on their own.

Unlike past revolutions that were driven by physical production, this one is powered by the creation of intelligence.

We are now manufacturing intelligence.

This is the age of intelligence.

All of this happens inside AI factories.

AI factories are today’s version of industrial plants. But instead of making physical products, they produce intelligence at scale. These factories rely on powerful computing, massive datasets, and advanced algorithms.

They take in raw inputs like text, code, images, and signals, and turn them into intelligence. Just as older supply chains moved materials, we are now building pipelines that move and process knowledge.

From training large language models to running real-time AI tools around the world, AI factories are driving the next wave of innovation.

Every company in every industry will need to operate one.

Table of Content

Semiconductors

Semiconductors

Cloud Service Providers

Cloud Service Providers

Servers

Servers

Networking

Networking

Cloud and Data Services

Cloud and Data Services

INTRODUCTION

AI Infrastructure

The Leading AI Infrastructure Stocks

Ticker

M. Cap

PS

PE

YTD

10MA

20MA

50MA

200MA

OKLO

10.5B

0.0

n/a

236.90%

LEU

3.5B

0.0

32.7

208.55%

CRWV

50.8B

8.5

n/a

167.03%

LTBR

308.0M

0.0

n/a

164.78%

SMR

12.6B

45.1

n/a

139.26%

TSSI

677.8M

1.8

76.5

123.88%

NVTS

1.5B

7.8

n/a

117.49%

AMSC

2.4B

3.0

136.1

112.87%

CLS

22.4B

1.1

42.3

109.85%

PLTR

364.1B

59.4

673.7

102.45%

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Copyright 2025 © The Fullstack Investor

Disclaimer

The information on this website is for general informational purposes only and does not constitute financial advice. Any investment decisions made based on this content are at your own risk. The Fullstack Investor assumes no liability for the information presented, its accuracy, and completeness. You should conduct your own independent research. The author assumes no liability for any loss or damage arising from reliance on this information.

Market is open

20:40 AM

Made with

Copyright 2025 © The Fullstack Investor

Disclaimer

The information on this website is for general informational purposes only and does not constitute financial advice. Any investment decisions made based on this content are at your own risk. The Fullstack Investor assumes no liability for the information presented, its accuracy, and completeness. You should conduct your own independent research. The author assumes no liability for any loss or damage arising from reliance on this information.