The artificial intelligence (AI) infrastructure boom has supercharged Nvidia and Micron Technology's growth in recent years, as both companies sell mission-critical chips deployed in AI data centers for model training and inference. Not surprisingly, investments in Nvidia and Micron have been highly lucrative for investors. Importantly, both semiconductor stocks still have room for more upside, fueled by further growth in AI infrastructure investments. Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout.
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