2 Millionaire-Maker AI Stocks to Hold for the Next Decade
Written by Micah Zimmerman for The Motley Fool -> Credo Technology's AI networking cables are becoming indispensable across major hyperscaler data centers. Marvell Technology benefits from both custom AI chip demand and Nvidia's ecosystem expansion. Credo and Marvell occupy cr
Credo Technology's AI networking cables are becoming indispensable across major hyperscaler data centers.
Marvell Technology benefits from both custom AI chip demand and Nvidia's ecosystem expansion.
Credo and Marvell occupy critical AI infrastructure layers with long-term growth tailwinds.
There's a version of artificial intelligence (AI) investing that has been popular over the last few years and that I feel is talked about constantly: buy Nvidia , hold it forever, done. That's not bad advice. But the next decade of AI won't be won entirely in the chip stack. It's going to be won in the wires, the racks, and the optical infrastructure that no one on CNBC is interrupting their broadcast to scream about.
Two companies have become foundational to AI infrastructure in a way that could make patient investors very wealthy. Both are very quickly becoming household names, and both are doing the work.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue ยป
Credo Technology Group (NASDAQ: CRDO) makes what are known internally as "purple cables" -- Active Electrical Cables (AECs) that connect the graphics processing units (GPUs) inside an AI data center cluster. The cables are proprietary, recognizable by color, and increasingly everywhere.
The reason AECs matter is simple physics. As AI clusters scale to hundreds of thousands of GPUs running in parallel, the links between those chips become a chokepoint. Credo's AECs handle that connection at lower power and higher reliability than the alternatives -- and as data center density increases, the demand for them does too.


