This Underrated Industrial Stock Could Be the Purest Play on AI Infrastructure
The Motley Fool••business
Key Points:
- Companies heavily invested in AI, such as Nvidia and Alphabet, have significantly outperformed the S&P 500 in 2025, with related infrastructure and manufacturing stocks like Vertiv, Arista Networks, and Micron Technology also showing strong market performance.
- Texas Instruments (TXN), a major manufacturer of analog chips essential for AI infrastructure, has been overlooked by the AI boom despite its critical role in producing components like switches, sensors, and amplifiers used across AI data centers and other industries.
- The company serves multiple sectors expected to benefit from AI integration, including automotive, aerospace, defense, industrial automation, and robotics, positioning it as a potential pure-play AI infrastructure stock in the near future.
- Texas Instruments has underperformed the market over
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