Nvidia Sells the Brains of the AI Boom. Something Else Is Selling the Muscle — and It’s Not on Wall Street’s Radar. – The Globe and Mail

The article examines how Nvidia has dominated attention as the primary beneficiary of the AI boom through its chip sales, while other critical components of AI infrastructure—particularly the physical hardware and power systems required to run large-scale AI operations—remain largely overlooked by Wall Street investors. The piece suggests that companies supplying the “muscle” or infrastructure backbone for AI deployment represent an underappreciated investment opportunity that has escaped mainstream market focus.

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