By Grace Alvino
Publication Date: 2026-01-06 00:15:00
When investors think of artificial intelligence (AI), they often think of chipmakers, software developers, or companies that train large language models. What is often overlooked are the companies deploying AI at scale. These are the infrastructure providers that connect data, computing power and users in real time.
That’s why I think Megaport Ltd (ASX: MP1) could be one of the most underrated AI stocks on the ASX in 2026.
Megaport does not create AI models. Instead, it provides the digital infrastructure that enables AI workloads to function efficiently, and that role is becoming increasingly important.
AI demand is an infrastructure problem
Artificial intelligence is incredibly data intensive. Training models, running inference, and moving large data sets between clouds and data centers all require fast, reliable, and flexible connectivity. This is where Megaport comes into play.
The company operates a network-as-a-service platform that enables customers…
