$600 billion poured into AI! Besides $NVIDIA(NVDA.US), here are 17 potential stocks you must know.

$Alphabet(GOOGL.US) , $Microsoft(MSFT.US) , $Meta Platforms(META.US)  and $Amazon(AMZN.US)  will invest over $600 billion in capital expenditure (CapEx) this year. This money isn't disappearing; it's being transformed into growth momentum for the entire semiconductor and energy industries.

The earnings report from $NVIDIA(NVDA.US)  in a few weeks will be the "exclamation mark" that validates this investment boom. How does this capital flow through the industry chain? Here's a breakdown of the 5 core sectors:

🚀 Core Driver: Computing Power & Acceleration Layer
This is where the giants are spending first, and it's the most direct area for profits.

$NVIDIA(NVDA.US) : Dominant leader; focus on Blackwell shipment progress.

$AMD(AMD.US) : The strongest second source (MI300/400).

$Broadcom(AVGO.US) : Core of custom chips (ASICs), tailor-made for cloud giants.

💾 Storage & Memory: AI's Brain Capacity
The larger the AI model, the more voracious the demand for speed and space.

$Micron Tech(MU.US)  (Micron): Leader in High Bandwidth Memory (HBM).

$Western Digital(WDC.US)  / $Sandisk(SNDK.US) : High-capacity storage solutions for AI data flow.

🌐 Networking & Connectivity: The "Highway" for Data Transmission
No matter how strong the computing power, it's useless if it can't be transmitted.

$Arista Networks(ANET.US): Leading switch provider for AI computing clusters.

$Corning(GLW.US) (Corning) / $Coherent Corp.(COHR.US): Optical fiber and photoelectric components, solving data transmission bottlenecks.

🏗️ Behind-the-Scenes Heroes: Manufacturing & Equipment
Without these companies, AI chips are just blueprints.

$Taiwan Semiconductor(TSM.US) (TSMC): The sole core for advanced processes and packaging.

$ASML(ASML.US) / $Applied Materials(AMAT.US): Equipment suppliers controlling the lifeline of global chip production capacity.

$Intel(INTC.US): Key to the transformation of US domestic manufacturing.

⚡ Hidden Power: Energy & Cooling
This is the 2026 investment hotspot: without power, AI can't move.

$Vertiv(VRT.US) (Vertiv): Cooling and power management, solving data center "fever" issues.

$Nextera Energy(NEE.US) / $GE Vernova(GEV.US): Infrastructure giants for grid reconstruction and renewable energy.

$Bloom Energy(BE.US): Provides distributed power generation, supplying data centers directly and bypassing old grids.

If this article brings you value, please like and share it. Thank you for your support!
Investing from Zero (Andy)
Providing you with the most valuable market information daily, so you're not alone on your investment journey.

🏆 Achievements (The only one in Hong Kong):

• Over 50,000 followers and supporters across social media
• Full-time trader
• 5+ times top-three winner in investment competitions (including global and Hong Kong events)

1. Single-month return as high as +1100%
2. Highly praised by professional financial analysts
3. Involved in Hong Kong stocks, US stocks, bull/bear certificates, warrants, and ETFs
4. Five-day trading return as high as +453%
5. Author of the foreword for a famous investment book
6. Former guest on financial programs, active on major social platforms

Disclaimer
This content is for reference and general information purposes only and does not constitute any investment advice, offer, solicitation, or recommendation to buy or sell any securities, financial instruments, or investment products. The opinions expressed in the content reflect only the author's personal judgment at the time of publication and may change at any time without prior notice.
This content has not considered the specific investment objectives, financial situation, and individual needs of any particular investor. Investors should not rely solely on this content for any investment decision and should seek independent professional investment advice based on their own circumstances.
All investments involve risks. Investment product prices can rise or fall, past performance is not indicative of future results, and investors may lose their entire principal.
This content is prepared by the publisher. The source of information is considered reliable, but the publisher does not guarantee its accuracy, completeness, or timeliness. The publisher and its affiliates shall not be liable for any errors, omissions, or consequences arising from this content.