Not Nvidia. Not Micron. This Underrated Artificial Intelligence (AI) Infrastructure Stock Will Be the Biggest Winner of 2026
Key takeaways
- Not surprisingly, shares of both companies have delivered stellar returns.
- In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.
- Nvidia has a huge revenue backlog of over $1 trillion for 2026 and 2027 for its Blackwell and Vera Rubin graphics processing units (GPUs).
Harsh Chauhan, The Motley Fool Wed, June 3, 2026 at 10:43 PM GMT+7 5 min read NVDA MU Nvidia (NASDAQ: NVDA) and Micron Technology (NASDAQ: MU) have been at the center of the artificial intelligence (AI) infrastructure boom in recent years, as they design and manufacture mission-critical chips that help run AI applications.
Not surprisingly, shares of both companies have delivered stellar returns. Nvidia stock has shot up 492% over the past three years. Micron, on the other hand, has jumped by a stunning 1,420% over the same period. The good part is that both companies can continue to deliver healthy gains, primarily due to the massive investments in AI data centers.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »