AI Infrastructure Stocks 2026–2035: The 3-Phase Bottleneck Map for the Next AI Boom
Keep this. Use it as a map, not a buy list.
Most people chase what already moved.
The money is being forced into bottlenecks:
chips → memory/packaging → power/cooling → physical AI.
PHASE 1 — BUILD THE AI STACK
| AI chips | $NVDA $AVGO $AMD |
| Foundry / tools | $TSM $ASML $LRCX $AMAT $KLAC |
| HBM / memory | $MU |
| Storage / NAND | $SNDK $HPE |
| Optics | $LITE $COHR $AAOI |
| Networking | $ANET $CRDO $MRVL |
| Cooling / electrical | $VRT $NVT $ETN |
| Servers | $SMCI $DELL |
| Digital infra | $EQIX $DLR |
| GPU cloud | $MSFT $GOOGL $AMZN $ORCL $CRWV $NBIS |
| Edge | $QCOM $ARM |
| Cyber | $CRWD $PANW |
PHASE 2 — SOLVE POWER
| Grid | $ETN $HUBB $POWL $PWR |
| Power | $CEG $VST $NEE |
| Gas / turbines | $GEV |
| On-site | $BE |
| Nuclear / fuel | $CEG $LEU $CCJ $BWXT |
| Early nuclear | $OKLO $SMR |
| Copper / minerals | $FCX $ALB $MP |
| Connectors / electrification | $TEL |
PHASE 3 — PHYSICAL WORLD
| Apps | $PLTR $NOW $SNOW |
| Robotics | $TSLA $SYM $ROK |
| Defense / drones | $AVAV $KTOS $LMT |
| Space | $RKLB $ASTS |
| Quantum | $IONQ $QBTS (option value, not cash flow) |
Own the constraint.
Do not own every ticker on the poster.
Not advice. Position size by duration of the bottleneck, not by the headline.
Reference:
- https://x.com/RealJGBanks (X.com September 2026)
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