Three AI infrastructure stocks—Astera Labs, Marvell Technology, and Credo Technology—are positioned to benefit from rising demand for high-speed connectivity solutions as AI spending shifts toward running applications at scale.

Astera Labs revenue surged 93% year over year to $308.4 million, with adjusted earnings per share rising 84.8% year over year to $0.61 in Q1 fiscal 2026; management expects Q2 revenue in the range of $355 million to $365 million, up 15% to 18% sequentially.

Marvell Technology's custom AI silicon business is expected to at least double year over year, while the company's overall data center revenue is projected to grow nearly 50% year over year in fiscal 2028; Nvidia recently invested $2 billion in the company.

Credo Technology's revenue surged 201% year over year to $407 million in fiscal 2026 Q3, with guidance of $425 million to $435 million for Q4; the company announced a $750 million acquisition of DustPhotonics to strengthen optical networking capabilities, though its top three customers accounted for 88% of Q3 revenue.