AI infrastructure spending still feels early.

AI infrastructure spending is still accelerating, especially in data centers and advanced chip production. While most attention goes to chip makers, the companies enabling that ecosystem may have a longer runway. Do any of you work in similar companies and can give a broader perspective on it ? Teradyne sits in a pretty interesting spot. More AI chips being produced means more testing capacity is needed, and this is one of the key players in semiconductor testing equipment. Could testing equipment companies outperform some of the more crowded AI trades over the next few years? For me personally I feel like AI hardware growth probably creates winners beyond just the obvious names, and TER seems like one of the more overlooked candidates. I learned they are also being listed on bitget recently so looking at a bigger picture we are watching a lot of growth happening in Ai infra. submitted by /u/Stunning-Ask3032 [link] [留言]