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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