Dear Reader,
Quick question.
Did you catch the note we sent earlier about the 175-year-old company Nvidia just committed $3.2 billion to?
If not, here's what matters.
Every AI data center being built right now has the same problem...
Copper wiring that physically fails at AI speeds — after just three feet. A bottleneck baked into the infrastructure of every facility being built.
One company dominates the global supply of the fix: fiber optic glass.
Their glass carries data as light using a fraction of the power copper needs, with none of copper's drawbacks.
Nvidia committed up to $3.2 billion to this company. Meta committed $6 billion in a separate deal.
Three new U.S. factories are under construction to meet demand. Meanwhile, the CEO has raised revenue targets three times in the past year.
Our analysts first recommended this stock in 2011. Members who acted are sitting on gains of 1,805%.*
And, now, our analysts just issued a rare Double Down alert.
The full thesis — plus 7 more companies powering America's AI infrastructure — is inside a new report:
The Great Data Center Buildout: 8 Stocks Powering America's AI Infrastructure.
It's exclusively available to Stock Advisor members — and right now, membership is 67% off.
That’s under $6 a month!
Click below and learn the stock Nvidia bet billions on.
