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Astera Labs, Credo Technology, and Vertiv Holdings are identified as key stocks for AI infrastructure growth.

Astera Labs, Credo Technology, and Vertiv Holdings are positioned as significant stocks for investors seeking to capitalize on the artificial intelligence infrastructure boom. While chipmakers dominate the headlines, these three companies address physical bottlenecks in AI clusters, such as signal integrity, high-speed cable interconnects, and thermal capacity.

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Astera Labs focuses on solving signal degradation over distance in large AI clusters. The company reported first-quarter 2026 revenue of $308.4 million, a 93% year-over-year increase, with a gross margin of 76.3%. Its Scorpio product family is expected to become its largest product line by the end of the year. Credo Technology produces active electrical cables that replace expensive optical connections in data centers for distances up to 7 meters. The company reported second-quarter fiscal 2026 revenue of $268 million, a 272% year-over-year increase. Vertiv Holdings provides power distribution units, uninterruptible power supplies, and cooling systems. The company reported a backlog of $15 billion, with a book-to-bill ratio of 2.9. To address liquid cooling shortages, Vertiv Holdings is expanding manufacturing capacity by 40% to 50%.

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