# This is Bigger Than Nvidia. These 5 Stocks Win the Next AI Boom.

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Text version: https://stenobird.com/podcast/marketbeat-stock-market-news-analysis-7198436/this-is-bigger-than-nvidia-these-5-stocks-win-the-next-ai-boom.md
Podcast: [MarketBeat | Stock Market News & Analysis](https://stenobird.com/podcast/marketbeat-stock-market-news-analysis-7198436)
Published: 2026-05-21T22:44:51+00:00
Episode link: https://2bae4538-0225-4a5e-855d-e74388245c45.libsyn.com/this-is-bigger-than-nvidia-these-5-stocks-win-the-next-ai-boom
Audio file: https://traffic.libsyn.com/secure/2bae4538-0225-4a5e-855d-e74388245c45/333529207_This_is_Bigger_Than_Nvidia_These_5_Stocks_Win_the_Next_AI_Boom_MarketBeat_Bridget_Bennett_-8959.mp3?dest-id=4872075
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Duration seconds: 1389

## Resource

Get Keith's FREE 12 Stock Report: https://www.marketbeat.com/y/crunch Everyone is focused on chips. But the real AI growth story is in the infrastructure being built around them. Keith Kaplan, CEO of TradeSmith, breaks down the five chokepoints in the AI build-out — the places where demand has completely outrun supply — and the stocks positioned to win as trillions of dollars pour into building out the physical world that AI requires. Plus, get Keith's full report with twelve stocks at the link below. View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.

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