{"id":540518,"date":"2026-07-23T15:55:13","date_gmt":"2026-07-23T15:55:13","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/540518\/"},"modified":"2026-07-23T15:55:13","modified_gmt":"2026-07-23T15:55:13","slug":"ai-infrastructure-will-mint-more-millionaires-over-the-next-decade-3-stocks-to-buy-right-now","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/540518\/","title":{"rendered":"AI Infrastructure Will Mint More Millionaires Over the Next Decade: 3 Stocks to Buy Right Now"},"content":{"rendered":"\n

Many investors who want exposure to the booming artificial intelligence (AI<\/a>) market often focus on top-tier chipmakers like Nvidia<\/a> (NASDAQ: NVDA). However, investors shouldn’t overlook the AI infrastructure leaders, which build the foundations that support those powerful chips. <\/p>\n

The global AI infrastructure market could expand at a 26.6% CAGR from 2026 to 2034, according to Fortune Business Insights, as more companies expand and upgrade their data centers to handle the latest AI applications. Here are three stocks that will capitalize on that secular trend: Marvell (NASDAQ: MRVL), Coherent (NYSE: COHR), and Vertiv (NYSE: VRT). <\/p>\n

Missed Nvidia in 2009? This Rare Signal Is Flashing Again.\u00a0In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia.\u00a0For the first time in years, that same “Total Conviction” signal is flashing for a company 1\/100th the size of Nvidia.\u00a0Continue \u00bb<\/a> <\/p>\n

\"A<\/a> Image source: Getty Images. Why are these 3 AI infrastructure stocks long-term winners? <\/p>\n

Marvell sells high-speed connectivity chips, custom application-specific integrated circuits (ASICs) for hyperscalers, Ethernet switches, and data processing units (DPUs) that combine CPUs, networking interfaces, and programmable data acceleration engines. Data centers need to upgrade their infrastructure with Marvell’s products to handle demanding AI workloads. <\/p>\n

Coherent, the world’s leading photonics company, produces optical transceivers and components that convert electronic data into light signals, transmit them through fiber-optic cables, and convert them back into accessible data. Its business is booming as more companies replace copper cables in their data centers with fiber-optic cables, which offer greater bandwidth and better thermal resistance to handle the latest AI applications. <\/p>\n

Vertiv produces thermal management, liquid cooling, and uninterruptible power supply (UPS) systems for data centers. The latest AI chips run so hot that data centers need to use Vertiv’s products to cool their servers and keep them running smoothly. It’s also co-developing its latest physical infrastructure, reference architectures, and liquid cooling systems with Nvidia. <\/p>\n

How fast are these 3 companies growing? <\/p>\n

Marvell, Coherent, and Vertiv will all grow rapidly as the AI market expands. From fiscal 2026 (which ended this January) to fiscal 2029, analysts expect Marvell’s adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to grow at a 44% CAGR. <\/p>\n

From fiscal 2025 (which ended last June) to fiscal 2028, they expect Coherent’s adjusted EBITDA to grow at a 44% CAGR. From 2025 to 2028, they expect Vertiv’s adjusted EBITDA to increase at a 38% CAGR. Based on their current enterprise values, Marvell, Coherent, and Vertiv trade at 43, 39, and 34 times their current-year adjusted EBITDA. <\/p>\n

These stocks aren’t screaming bargains, but they still seem reasonably valued relative to their long-term growth potential. So if you’re looking for solid AI infrastructure plays that might deliver multibagger gains over the next few decades, these three stocks check all the right boxes. <\/p>\n

Should you buy stock in Marvell Technology right now? <\/p>\n

Before you buy stock in\u00a0Marvell Technology, consider this: <\/p>\n

The Motley Fool\u00a0Stock Advisor\u00a0analyst team just identified what they believe are the\u00a010 best stocks<\/a>\u00a0for investors to buy now\u2026 and\u00a0Marvell Technology\u00a0wasn’t one of them.\u00a0The 10 stocks that made the cut are built for long-term growth and could produce monster returns in the coming years. <\/p>\n

Consider when\u00a0Netflix\u00a0made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation,\u00a0you’d have $369,577!*\u00a0Or\u00a0when\u00a0Nvidia\u00a0made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation,\u00a0you’d have $1,301,557!* <\/p>\n

That performance is why people listen. With a track record of\u00a0beating the S&P 500 by 4x,\u00a0Stock Advisor\u00a0offers a distinct advantage. Don’t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built for the long haul. <\/p>\n

See the 10 stocks \u00bb<\/a> <\/p>\n

*Stock Advisor returns as of July 23, 2026. <\/p>\n

Leo Sun<\/a> has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Coherent, Marvell Technology, Nvidia, and Vertiv. The Motley Fool has a disclosure policy<\/a>. <\/p>\n

AI Infrastructure Will Mint More Millionaires Over the Next Decade: 3 Stocks to Buy Right Now<\/a> was originally published by The Motley Fool <\/p>\n","protected":false},"excerpt":{"rendered":"Many investors who want exposure to the booming artificial intelligence (AI) market often focus on top-tier chipmakers like…\n","protected":false},"author":2,"featured_media":540519,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[365,363,364,130553,8558,1702,116668,111,139,1042,69,145,79551],"class_list":["post-540518","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-coherent","tag-data-centers","tag-infrastructure","tag-marvell","tag-new-zealand","tag-newzealand","tag-nvidia","tag-nz","tag-technology","tag-vertiv"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/540518","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=540518"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/540518\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/540519"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=540518"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=540518"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=540518"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}