The artificial intelligence (AI) boom is extending beyond major tech names to a group of lesser-known companies that are crucial to the infrastructure powering this digital revolution. Firms like TTM Technologies, Bel Fuse, Calix, Clearfield, and BigBear.ai are emerging as vital players in AI’s growth, providing essential components such as printed circuit boards, data connectivity solutions, and advanced software platforms.

TTM Technologies has seen remarkable growth in its data center segment, while Bel Fuse is expanding its footprint in high-density data center power delivery through strategic acquisitions. Calix is leveraging federal funding to enhance its broadband services, and Clearfield is poised to benefit from the BEAD program aimed at broadband deployment. Although BigBear.ai operates in niche markets with federal backing, it faces challenges following disappointing revenue results.

Investors should consider these infrastructure stocks as potential opportunities, especially as the market rotates towards real-economy growth, despite the inherent risks associated with execution and market volatility.

Source: fool.com