AI Hardware Demand Drives Two Stocks Soaring; Can Long-Term Growth Logic Persist?

What's happening

AI hardware demand is pushing select chip and infrastructure stocks higher as labs and cloud players push custom silicon and data-center scale. OpenAI announced its first custom inference chip, Jalapeño (built with Broadcom and Celestica, Samsung reportedly on HBM4), claiming 1.5-1.9x higher throughput per kilowatt and 1.7-3.6x lower end-to-end latency versus Nvidia. Anthropic reportedly explored a potential $7 billion acquisition of MatX as it accelerates a custom chip strategy. Market coverage flags two specific stocks rallying on AI hardware demand and highlights other overlooked companies that support data centers and AI infrastructure, with analysts saying the market may be underestimating some chip-design firms.

Why it's trending

Multiple recent moves from OpenAI and Anthropic plus investor attention to chip and data-center suppliers are concentrating capital and headlines on AI hardware right now.

Signal4.0× its usual volume, confirmed across 2 independent source types.