By John Ballard
Publication Date: 2026-03-26 12:25:00
The artificial intelligence (AI) opportunity has primarily revolved around the surging demand for Nvidia‘s (NVDA +1.95%) graphics processing units (GPUs). However, AI requires more than just advanced chips to function effectively.
Nvidia’s networking revenue jumped 263% year over year in the recent quarter. It’s a clear signal that building AI data centers is driving enormous demand across the supply chain. Several companies, including suppliers of Ethernet switches and power management solutions, are being drawn into the AI infrastructure growth cycle.
For investors looking to broaden their exposure across the AI supply chain, here are three top stocks to consider.
Image source: Getty Images.
Nvidia
This is where it all starts. Nvidia’s stock has surged by an impressive 1,100% since 2022, coinciding with OpenAI’s launch of ChatGPT. The company’s GPUs played a crucial role in the rapid advancement of AI over the past few years, but Nvidia offers much more than GPUs.
Nvidia’s networking revenue reached $11 billion last quarter, driven by strong demand for its NVLink, Spectrum-X Ethernet, and InfiniBand products. These are essential components for connecting thousands of GPUs to transmit massive amounts of data at lightning speed.
Today’s Change
(1.95%) $3.42
Current Price
$178.62
Key Data Points
Market Cap
$4.3T
Day’s Range
$176.85 – $181.21
52wk Range
$86.62 – $212.19
Volume
40K
Avg Vol
176M
Gross Margin
71.07%
Dividend Yield
0.02%
GPU sales are still the main revenue driver. Its data…
