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Nvidia’s rise may have captured headlines, but the tech powerhouse isn’t the only potentially lucrative choice for stock investors. Another opportunity lies with the infrastructure providers behind the scenes of the artificial-intelligence revolution.

Nvidia’s NVDA partnerships with Amazon.com’s AMZN AWS, Alphabet’s GOOGL GOOG Google Cloud, Microsoft MSFT Azure, Tesla TSLA and other tech giants have been instrumental in deploying Nvidia’s AI systems globally. These collaborations, exemplified by projects like AWS’s Ceiba and the integration of Nvidia’s H100 GPUs across cloud platforms, have pushed the boundaries of AI capabilities. They’ve also inadvertently highlighted a critical dependency: the need for robust, scalable infrastructure to support AI advancements.