The AI infrastructure trade has crowded into the same handful of megacaps, but the actual buildout runs through dozens of specialty names that most Wall Street desks barely touch.
Power delivery from 800V racks, medium-voltage MOSFETs stepping current into GPUs, silicon photonics moving bits between processors: these are the picks-and-shovels layers, and they’re where the mispricings live. Here are three chip names with real AI or data-center exposure that are still flying under the mainstream radar heading into the back half of August.
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