Investors should start looking beyond prominent names in the AI infrastructure space.

Wall Street primarily focuses on Nvidia and Broadcom as key enablers of the artificial intelligence (AI) revolution. While the role of graphics processing units ( GPUs) and custom accelerators in the global AI build-out is indisputable, equally important are the manufacturing tools and equipment needed to make these processors possible.

Lam Research ( LRCX 6.71% ) is one of the pick-and-shovel companies that develops these tools -- highly precise etching and deposition equipment (used for precise pattern shaping and accurate metal layering on the silicon wafer) used to manufacture the smallest and most advanced semiconductor chips.

These tools are essential for manufacturing cutting-edg

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