AI computing power investment is the new main axis! By 2025, the market will see real winners in AI trading: storage, optical interconnect, and TPU.

NVIDIA Corporation has been the highlight in the field of artificial intelligence computing power infrastructure and the unprecedented wave of AI investment sweeping the globe in the past three years. However, in the entire 2025 U.S. stock market, the stocks of these five AI computing technology companies focusing on providing the most core computing power systems for the ultra-large-scale AI data centers being rapidly built around the world have shown even more amazing gains - namely Lumentum (LITE.US), Western Digital Corporation (WDC.US), Micron Technology, Inc. (MU.US), Seagate (STX.US), and Celestica Inc. (CLS.US). In addition to NVIDIA Corporation and Broadcom Inc., the two leaders in AI chips leading the AI GPU and AI ASIC computing power clusters, fully operational ultra-large-scale AI data centers (such as the "Stargate" project) also urgently need storage chips/components, fiber optic cables, high-performance Ethernet switches, optical interconnect technology devices, custom power/high-power chips, and data-center-level high-performance central processors, the most core components of AI computing power. The most core participant in the "Alphabet Inc. Class C AI chain" and also the indispensable optical module component supplier in the "NVIDIA Corporation AI chain", Lumentum can be considered the biggest winner in the global AI computing industry chain in 2025. The company's stock price has risen by nearly 400% so far this year, while the stock prices of Celestica, Western Digital Corporation, Seagate, and Micron Technology, Inc. have all risen by over 200% in 2025. NVIDIA Corporation (NVDA.US) has been the biggest winner in the field of AI computing power infrastructure in the global enterprise layout of artificial intelligence in recent years. Since the end of 2022, NVIDIA Corporation's market value has almost increased by about 13 times, with a total market value of around $4.6 trillion at the close of the U.S. stock market on Wednesday. This year, NVIDIA Corporation's market value even surpassed the epic $5 trillion mark at one point. Although NVIDIA Corporation's stock price continued to rise in 2025 with an increase of up to 40%, coupled with NVIDIA Corporation's core business - providing data center revenue with H100/H200 and Blackwell/Blackwell Ultra architecture AI GPU maintaining a strong growth rate of over 60% year-on-year, global investors are clearly betting aggressively on the performance growth and valuation expansion speed of the five AI technology companies focusing on data center AI computing systems mentioned above, which is much stronger than the already peaking market value of NVIDIA Corporation. The collective expenditure on AI infrastructure construction by the four large tech companies from the United States (Amazon.com, Inc., Microsoft Corporation, Alphabet Inc. Class C, and Meta, the parent company of Facebook) on AI infrastructure construction this year is approximately $380 billion. Wall Street analysts, combining the forecasts and model calculations of these four tech giants' management, predict that the overall AI infrastructure spending of these four tech giants could grow by about 50% in 2026 on the basis of 2025. This is why major Wall Street financial giants including Goldman Sachs Group, Inc., JPMorgan, and Morgan Stanley are extremely optimistic about the future stock prices of core participants in the AI computing industry chain such as NVIDIA Corporation, Broadcom Inc., Micron, Seagate, Western Digital Corporation, Lumentum, and Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR, believing that they will continue their "super bullish trajectory". The chip stock bull market story is far from over! Three major themes may run through 2026: AI chips, storage, and optical interconnection. The latest research report released by the Wall Street financial giant Morgan Stanley shows that under the unprecedented wave of AI infrastructure construction, the "long-term bull market logic" of chip stocks is still intact. Next year, chip stocks centered on AI chips and storage chips as the core may still be one of the brightest sectors in the US stock market, and the AI data center optical interconnection industry chain may grow into a more powerful new generation technology force. The Gemini3 series products have brought an incredibly large amount of AI token processing capacity as soon as they were released, further verifying the early acceleration of the AI infrastructure in the AI hot trend. Bank of America Corp stated in a research report that the global AI arms race is still in the "early to mid-stage" phase. While popular chip stocks such as NVIDIA Corporation and Broadcom Inc. have recently experienced steep downturns, investors should continue to pay attention to industry leaders. According to the latest 2026 semiconductor industry investment outlook released by these two Wall Street giants, the AI chip as well as storage chip and optical interconnection technology are the main investment themes for both sides. "We believe 2026 is the midpoint of an 8-10 year cycle to upgrade traditional IT infrastructure to accommodate accelerated and AI workloads. Greater scrutiny on AI investments returns and mega cloud servic...