$600 billion poured into AI! Besides $NVIDIA(NVDA.US), here are 17 potential stocks you must know.

$Alphabet(GOOGL.US) , $Microsoft(MSFT.US) , $Meta Platforms(META.US)  and $Amazon(AMZN.US)  will invest over $600 billion in capital expenditure (CapEx) this year. This money isn't disappearing; it's being transformed into growth momentum for the entire semiconductor and energy industries.

The earnings report from $NVIDIA(NVDA.US)  in a few weeks will be the "exclamation mark" that validates this investment boom. How does this capital flow through the industry chain? Here's a breakdown of the 5 core sectors:

🚀 Core Driver: Computing Power & Acceleration Layer
This is where the giants are spending first, and it's the most direct area for profits.

$NVIDIA(NVDA.US) : Dominant leader; focus on Blackwell shipment progress.

$AMD(AMD.US) : The strongest second source (MI300/400).

$Broadcom(AVGO.US) : Core of custom chips (ASICs), tailor-made for cloud giants.

💾 Storage & Memory: AI's Brain Capacity
The larger the AI model, the more voracious the demand for speed and space.

$Micron Tech(MU.US)  (Micron): Leader in High Bandwidth Memory (HBM).

$Western Digital(WDC.US)  / $Sandisk(SNDK.US) : High-capacity storage solutions for AI data flow.

🌐 Networking & Connectivity: The "Highway" for Data Transmission
No matter how strong the computing power, it's useless if it can't be transmitted.

$Arista Networks(ANET.US): Leading switch provider for AI computing clusters.

$Corning(GLW.US) (Corning) / $Coherent Corp.(COHR.US): Optical fiber and photoelectric components, solving data transmission bottlenecks.

🏗️ Behind-the-Scenes Heroes: Manufacturing & Equipment
Without these companies, AI chips are just blueprints.

$Taiwan Semiconductor(TSM.US) (TSMC): The sole core for advanced processes and packaging.

$ASML(ASML.US) / $Applied Materials(AMAT.US): Equipment suppliers controlling the lifeline of global chip production capacity.

$Intel(INTC.US): Key to the transformation of US domestic manufacturing.

⚡ Hidden Power: Energy & Cooling
This is the 2026 investment hotspot: without power, AI can't move.

$Vertiv(VRT.US) (Vertiv): Cooling and power management, solving data center "fever" issues.

$Nextera Energy(NEE.US) / $GE Vernova LLC(GEV.US): Infrastructure giants for grid reconstruction and renewable energy.

$Bloom Energy(BE.US): Provides distributed power generation, supplying data centers directly and bypassing old grids.

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