Hardware firms that provide the infrastructure for artificial intelligence computing are becoming an attractive investment. Companies like Micron Technology, Super Micro Computer, and Dell Technologies have seen their stocks rise and expectations are building ahead of the next earnings season. Investors are seeking stocks that can replicate the success of Nvidia, which remains dominant in AI processors. Other components involved in AI computing, such as memory chips, servers, and networking components, are also gaining attention.

Micron shares have outperformed Nvidia, driven by a strong sales forecast signaling high demand for AI software. Dell's sales and profit have also exceeded expectations due to demand for its AI-related equipment. While the rally has broadened, chipmakers like Broadcom and Advanced Micro Devices are under pressure as they lag behind Nvidia. Nvidia still faces high expectations from investors, prompting some to search for the next big winner in the AI market.