AI Chips Today - AI Infrastructure Surge Driving Market Growth

The AI data center industry is rapidly expanding from niche buildouts into a highly capital-intensive sector, driven by the need for advanced infrastructure to support macro model training and inference. This shift is characterized by competition for GPUs, energy capacity, cooling systems, and long-term power contracts, as these requirements push AI infrastructure spending to new heights. With an investment prediction reaching up to $5.2 trillion by 2030, according to McKinsey & Co., public markets are increasingly focused on the physical infrastructure that underpins AI technologies. The emergence of "neoclouds" and infrastructure-adjacent platforms highlights the ongoing transformation as companies adapt to meet the demand for scalable AI environments. As investors show increased interest, valuation multiples in AI infrastructure reflect confidence in long-term growth potential within this evolving landscape.

In other market news, Xi'an ESWIN Material Technology (SHSE:688783) was trading firmly up 3.2% and finishing the session at CN¥23.80. At the same time, MetaX Integrated Circuits (Shanghai) (SHSE:688802) lagged, down 4.7% to end the day at CN¥580.10, not far from its 52-week low.

NVIDIA's innovation in AI platforms could drive substantial growth amid high demand. Discover more about this potential game-changer by clicking here for the full narrative.

For a deeper understanding, explore our Market Insights article "Markets Break Records: Q3 2025 in Review," focusing on AI chips' pivotal role in S&P gains. Get in fast to see how it shapes market forecasts!

Best AI Chip Stocks

• Advanced Micro Devices (NasdaqGS:AMD) finished trading at $215.34 down 0.1%.
• NVIDIA (NasdaqGS:NVDA) settled at $187.54 down 0.4%. Nvidia is in advanced talks to acquire AI21 Labs for up to $3 billion, as reported on Tuesday.
• Micron Technology (NasdaqGS:MU) closed at $292.63 down 0.6%, not far from its 52-week high.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Sources:

• Simply Wall St
• "The AI Data Center Boom Goes Public: From “Neoclouds” to Power, Cooling, and the Grid" from Microcaps on GlobeNewswire (published 29 December 2025)

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