Veytics Intelligence
2026-09-15 · NASDAQ

3 AI Stocks Poised to Outperform Micron and Sandisk as the Next Infrastructure Bottleneck Builds

Key Points Innodata organizes data for hyperscalers and has been diversifying its customer base. The value of megawatts has gone up considerably, giving Nebius more leverage when negotiating future deals with tech giants. Vertiv's liquid cooling solutions are a critical piece of AI infrastructure. 10 stocks we like better than Innodata › Micron and Sandisk have been two of the most defining AI stocks over the past year. The shifting focus from AI chips to memory chips produced tremendous returns for early investors, and people who missed out on those two growth stocks are eying new opportunities. These three stocks may have what it takes to outperform the memory chip giants as more bottlenecks become apparent in the AI buildout. Missed AI’s "Act 1"?

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