Investing, Stocks, Stocks to Buy

Marvell and Amphenol Could Be Huge Winners From AI’s Critical Bottleneck

AI’s fastest chips still depend on moving enormous amounts of data. Marvell and Amphenol are attacking that hidden bottleneck from two very different layers of the infrastructure stack.

Written by: Rick Orford

Edited by: Mike Reyes

Last Updated August 25, 2026

Disclaimer

This content is not intended to provide financial advice; rather, it’s for information and entertainment purposes only.

Always consult a licensed advisor for investment decisions.

Some of the links in this article may be affiliate links. If you click on a link, the affiliate may provide compensation to this site at no cost to you, regardless if you decide to purchase something. You can read our affiliate disclosure in our privacy policy.

Finally, this article has been written, reviewed, and fact-checked. Portions of this article have been written using assistive AI tools to help with tasks like research, spell-checking, grammar, and translation. Please have a look at our editorial guidelines for more information about how we create content.

Marvell (NASDAQ:MRVL) and Amphenol (NYSE:APH) aren’t trying to win the race for the fastest AI accelerator. They’re attacking the bottleneck surrounding those chips. As AI systems demand more bandwidth, custom silicon, high-speed signaling, copper, and optical connectivity could become increasingly critical. The opportunity is compelling precisely because the problem may get harder as AI infrastructure scales.

Stock prices used were the market prices of Aug. 17, 2026. The video was published on Aug. 17, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.

Share this post:

X (Twitter) Facebook Pinterest LinkedIn Email

Previous

D-Wave’s Stunning Bookings Surge Hides One Critical Concern

Next

NVIDIA’s Bold Infrastructure Push Could Ease a Major Risk for the Stock