By Manali Pradhan, CFA, The Motley Fool
Publication Date: 2026-05-26 03:50:00
Nvidia (NASDAQ: NVDA) has been one of the biggest beneficiaries of the artificial intelligence (AI) boom. Shares have already soared by more than 1,300% in the past five years. However, the next big AI stock gains may come from less obvious players.
Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need. Continue »
As AI infrastructure spending expands, demand is rising not just for AI chips but also for high-speed connectivity technologies that enable the movement of massive amounts of data between servers and across data centers.
Against this backdrop, here’s why these three AI-powered tech stocks are worth watching for a potential Nvidia-style run in the coming years.
Astera Labs
Astera Labs (NASDAQ: ALAB) designs high-speed connectivity chips and hardware that enable AI chips, servers, and memory to communicate efficiently within modern data centers. AI spending is increasingly shifting away from training large models toward running AI applications at scale. Subsequently, demand for connectivity solutions that enable faster and more efficient data movement across data centers is also growing significantly. Astera is well-positioned to capitalize on this opportunity.
Astera’s recent financials highlight its growing momentum. Revenue surged 93% year over year…
