Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. <\/p>\n
The first wave of the AI boom crowned Nvidia Corp. and memory leader SK Hynix Inc. as Wall Street’s biggest winners. But as AI infrastructure spending broadens, the next opportunities may lie deeper in the supply chain. <\/p>\n
GraniteShares CEO Will Rhind says investors looking beyond GPUs and high-bandwidth memory should focus on three companies sitting at the heart of AI’s next growth phase: Broadcom Inc., Marvell Technology Inc. and Taiwan Semiconductor Manufacturing Co. <\/p>\n
“Follow the bottlenecks,” Rhind told Benzinga in an exclusive email interview. <\/p>\n
Don’t Miss: <\/p>\n
According to Rhind, the biggest investment opportunities are shifting from AI processors themselves to the technologies that connect, manufacture and support them. <\/p>\n
Networking And Custom Silicon Take Center Stage <\/p>\n
After GPUs and memory, Rhind sees networking infrastructure as one of the next critical constraints for AI data centers. <\/p>\n
“After the GPU and the memory, the next winners are the companies solving how you connect and power all of it,” he said. <\/p>\n
That points directly to Broadcom and Marvell, whose networking chips, custom silicon and high-speed interconnect technologies have become increasingly important as hyperscalers race to build larger AI clusters. <\/p>\n
Both companies have already benefited from growing demand for custom AI accelerators and networking equipment, but Rhind believes the structural tailwinds remain intact as AI deployments continue to scale. <\/p>\n
Trending: Caught With Nothing Saved for Retirement? These 5 Game\u2011Changing Tips Could Still Save You<\/a> <\/p>\n TSMC Sits Beneath The Entire AI Supply Chain <\/p>\n Rhind also highlighted TSMC, which manufactures advanced chips for Nvidia, Broadcom, Apple Inc., Advanced Micro Devices, Inc. and many of the semiconductor industry’s largest names. <\/p>\n Rather than betting on a single AI chip designer, TSMC offers exposure to the broader expansion of AI silicon production. “It’s underneath everyone,” Rhind said. <\/p>\n As more companies develop custom AI processors, TSMC stands to benefit regardless of which chip designer ultimately captures the largest share of the market. <\/p>\n See Also: Think you’re saving enough for your kids? You might be dangerously off \u2014 see why<\/a> <\/p>\n The Next AI Constraint May Not Be Chips <\/p>\n Story Continues <\/p>\n Rhind also argued investors should look beyond semiconductors altogether. <\/p>\n “The one people still sleep on is power,” he said. “Data centers are running into electricity limits, so the electrical and cooling infrastructure companies are turning into an AI trade in their own right.” <\/p>\n His comments echo a growing theme across the AI industry: while Nvidia’s GPUs remain essential, future growth increasingly depends on everything surrounding them\u2014from networking and advanced chip manufacturing to electricity and cooling infrastructure. <\/p>\n For investors, that could mark the next chapter of the AI trade. As spending spreads across the broader ecosystem, companies enabling AI infrastructure may emerge as the market’s next generation of winners after Nvidia and SK Hynix. <\/p>\n Imagen: Shutterstock <\/p>\n Read Next: Still Learning the Market? These 50 Must-Know Terms Can Help You Catch Up Fast<\/a> <\/p>\n Building Wealth Across More Than Just the Market <\/p>\n Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That’s why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn’t tied to the fortunes of just one company or industry. <\/p>\n Arrived <\/p>\n Backed by Jeff Bezos, Arrived Homes makes real estate investing accessible with a low barrier to entry. Investors can buy fractional shares of single-family rentals and vacation homes starting with as little as $100<\/a>. This allows everyday investors to diversify into real estate, collect rental income, and build long-term wealth without needing to manage properties directly. <\/p>\n Realberry <\/p>\n Institutional-quality real estate has traditionally been difficult for individual investors to access. Realberry gives accredited investors direct access to private real estate opportunities <\/a>backed by a team with 35 years of experience, $3.4 billion in assets under management, and $481 million in cumulative distributions paid to investors as of Q4 2025, according to the company. With a portfolio spanning 13 million square feet across seven U.S. states, Realberry focuses on acquiring, developing, and managing real estate with an emphasis on long-term value creation while its principals often invest alongside clients to help align interests. <\/p>\n FarmTogether <\/p>\n Farmland has historically held its value through market volatility and delivered returns uncorrelated to stocks and bonds. For accredited investors, FarmTogether offers direct access to high-quality U.S. farmland starting at $15,000<\/a> \u2014 fully managed, with no landlord headaches. <\/p>\n Immersed <\/p>\n Immersed is building technology for the future of work through spatial computing.<\/a> Known for its AR\/VR productivity platform that enables users to work across multiple virtual screens, the company has grown to more than 1.5 million users worldwide. Immersed is also developing Visor, a lightweight headset designed specifically for professional productivity, positioning the company at the intersection of remote work, extended reality (XR), and next-generation computing. <\/p>\n Fundrise <\/p>\n Private real estate and private credit can add income and stability to a stock-heavy portfolio. Fundrise offers access to diversified private real estate<\/a> and credit strategies through an easy-to-use platform, with professionally managed portfolios designed to generate passive income and long-term growth. <\/p>\n Mode Mobile <\/p>\n Mode Mobile is changing the way people interact with their phones by letting users earn money from the same apps and activities they already use every day.<\/a> Instead of platforms keeping all the advertising revenue, Mode Mobile shares a portion back with users who engage with content, play games, and scroll on their devices. Named one of Deloitte’s fastest-growing software companies in North America, the company has built a large beta user base and is scaling a model that turns everyday smartphone usage into a potential income stream.\u00a0 <\/p>\n EquityMultiple\u00a0 <\/p>\n For accredited investors looking beyond stocks and bonds, EquityMultiple provides access to vetted commercial real estate deals starting at $5,000<\/a>,<\/a> with only ~5% of opportunities passing their due diligence process. <\/p>\n \u00a9 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. <\/p>\n","protected":false},"excerpt":{"rendered":"Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. The…\n","protected":false},"author":2,"featured_media":104116,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[2857,4221,42862,3901,1986,5164,2295,241,275,2508,3246,53791],"class_list":["post-104115","post","type-post","status-publish","format-standard","has-post-thumbnail","category-sk-hynix","tag-advanced-micro-devices","tag-ai-data-centers","tag-ai-processors","tag-broadcom-inc","tag-inc","tag-investment-opportunities","tag-nvidia","tag-sk","tag-sk-hynix","tag-sk-hynix-inc","tag-tsmc","tag-will-rhind"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/104115","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/comments?post=104115"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/104115\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media\/104116"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media?parent=104115"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/categories?post=104115"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/tags?post=104115"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}