Backstage Pass: Top 4 AI Infrastructure Stocks
Backstage Pass: Top 4 AI Infrastructure Stocks 1. NVIDIA (NVDA) — The U nrivaled AI Engine NVIDIA remains the undisputed leader in AI infrastructure, delivering cutting-edge GPUs that power everything from massive language models to autonomous systems. In Q2 2025, NVIDIA reported $46.74 billion in revenue —a 56% year-on-year boost—and net income of $26.4 billion , both exceeding analyst expectations The Times . Despite a post-earnings dip in its data center segment, the company’s outlook remains bullish: revenue guidance of $54 billion for the current quarter (excluding China operations) points to sustained demand Investopedia The Times . NVIDIA’s foundational position in AI hardware, paired with its ecosystem of software tools (like CUDA), gives it unmatched pricing power. It continues to command a staggering share of the AI chip market, anchoring the investments of virtually every major AI developer. 2. Snowflake (SNOW) — Data Cloud Fueling AI Workloads While ...