---
title: "AI Infrastructure Booms: Full Exposure of the Next Wave of AI Computing Power + Energy Storage + Semiconductor Uptrend Layout!"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/35602318.md"
description: "Large-scale computing providers: $Alphabet(GOOGL.US) 、$Microsoft(MSFT.US) 、$Amazon(AMZN.US) 、$Oracle(ORCL.US) 、$Alibaba(BABA.US) New cloud companies: $Nebius(NBIS.US) 、$IREN(IREN.US) 、$Coreweave(CRWV.US) 、$Applied Digital(APLD.US) 、$Galaxy Digital(GLXY.US)..."
datetime: "2025-10-25T04:34:22.000Z"
locales:
  - [en](https://longbridge.com/en/topics/35602318.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/35602318.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/35602318.md)
author: "[投資從零開始 (Andy)](https://longbridge.com/en/profiles/12189443.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/35602318.md) | [繁體中文](https://longbridge.com/zh-HK/topics/35602318.md)


# AI Infrastructure Booms: Full Exposure of the Next Wave of AI Computing Power + Energy Storage + Semiconductor Uptrend Layout!

**Large-scale computing providers:** $Alphabet(GOOGL.US) 、$Microsoft(MSFT.US) 、$Amazon(AMZN.US) 、$Oracle(ORCL.US) 、$Alibaba(BABA.US)   
**New cloud companies:** $Nebius(NBIS.US) 、$IREN(IREN.US) 、$Coreweave(CRWV.US) 、$Applied Digital(APLD.US) 、$Galaxy Digital(GLXY.US) 、$Whitefiber(WYFI.US)   
**Memory-related：** $Sandisk(SNDK.US) 、$Seagate Tech(STX.US) 、$Micron Tech(MU.US) 、$Western Digital(WDC.US) 、$Everpure(PSTG.US)   
**Semiconductors:** $NVIDIA(NVDA.US) 、$Broadcom(AVGO.US) 、$AMD(AMD.US) 、$Taiwan Semiconductor(TSM.US) 、$ASML(ASML.US) 、$Arm(ARM.US) 、$KLA(KLAC.US) 、$Intel(INTC.US)   
**Network equipment：** $Ciena(CIEN.US) 、$Celestica(CLS.US) 、$Credo Tech(CRDO.US) 、$Rambus(RMBS.US) 、$Arista Networks(ANET.US) 、$Amphenol(APH.US) 、$Coherent Corp.(COHR.US)   
**Servers：** $Vertiv(VRT.US) 、$Dell Tech(DELL.US) 、$Hewlett Packard Enterprise(HPE.US)   
**Data-related:** $Innodata(INOD.US) 、$Palantir Tech(PLTR.US) 、$Snowflake(SNOW.US) 、$Datadog(DDOG.US) 、$MongoDB(MDB.US)   
**Energy sector:** $Centrus Energy(LEU.US) 、$Constellation Energy(CEG.US) 、$Oklo(OKLO.US) 、$Bloom Energy(BE.US) 、$Talen Energy(TLN.US) 、$GE Vernova(GEV.US) 、$Nextpower(NXT.US)   
**Battery-related：** $EOS Energy Enterprises(EOSE.US) 、$QuantumScape(QS.US) 、$Tesla(TSLA.US) 、$Microvast(MVST.US)

# If this article brings you value, please like and share, thank you for your support!  
Investing from Scratch (Andy)  
Providing you with the most valuable market information every day to help you not feel alone on your investment journey.

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-   Over 50,000 followers and supporters on social media
-   Full-time trader, 100% real-time replicable real positions
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1.  Monthly return as high as +1100%
2.  Highly praised by professional financial analysts
3.  Involved in Hong Kong stocks, US stocks, bull and bear certificates, warrants and ETFs
4.  Five-day return as high as +453%
5.  Author of the famous investment book "Recommendation Preface"
6.  Former guest of financial programs, active on major social platforms

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## Comments (2)

- **超哥勇闯纳斯达克 · 2025-10-31T02:23:19.000Z**: Saved
- **AD钙变可爱 · 2025-10-26T16:10:49.000Z**: Kala Baba, Ba