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News  ›  The Motley Fool

The Real Winners of AI Infrastructure Spending May Surprise Investors

The Motley Fool Logo The Motley Fool • •By Harsh Chauhan
The Real Winners of AI Infrastructure Spending May Surprise Investors

Two companies, Holdings and Lumentum, are positioned to benefit from massive AI infrastructure spending, with Holdings providing power-efficient chip designs and Lumentum enabling high-speed data transmission in data centers.

Insights
LITE   positive

56% revenue increase, full production capacity, expected 40% revenue growth, 137% potential bottom-line jump, and strong positioning in data center networking