AI infrastructure stocks · X 热门 · 2026-09-23 05:43 UTC

# AI infrastructure stocks — X 热门讨论 (2026-09-23 05:43 UTC)

## @investmattallen (Matt Allen) · 09-22 22:50 · ♥77 ↻10 💬7 Goldman Sachs says $7.6 trillion will be spent on AI infrastructure by 2031

Here are 7 stocks that will benefit:

1. $VST Vistra

Vistra owns power plants across the country, including nuclear, natural gas, and battery storage, and it's one of the largest competitive power generators in the US.

It has a 20-year deal to supply Amazon's AWS with 1,200 megawatts of nuclear power from its Comanche Peak plant.

The grid can't build new power fast enough to keep up with data center demand. Vistra doesn't need to build anything, it already owns the plants everyone's fighting to plug into. https://x.com/investmattallen/status/2102530987544416523

## @john_stocks1 (John Stocks) · 09-22 17:02 · ♥41 ↻3 💬4 Coherent Corp. (NYSE: $COHR)

AI infrastructure security is moving down to the physical network layer.

Coherent and CUbIQ Technologies demonstrated a quantum-key-distribution system operating alongside standard high-speed optical links over an NVIDIA DGX Spark environment.

The important technical point is compatibility: the proof-of-concept was designed to add quantum-safe key distribution without requiring a wholesale redesign of the existing optical network.