# AI infrastructure stocks — X 热门讨论 (2026-09-18 00:17 UTC)
## @Matrix_B0SS (TopInvestor) · 09-17 20:22 · ♥85 ↻8 💬1 Wow & woww
@aleabitoreddit really is a stocks wizard.
After today’s $GFS + $MRVL agreement, look at this $SIVE supply-chain connection
SIVERS → GLOBALFOUNDRIES → MARVELL → AI DATACENTERS
This isn’t just a theory.
Sivers already has a confirmed strategic collaboration with GF, with Sivers laser arrays integrated into GF’s silicon-photonics reference designs and available for GF’s SCALE CPO platform.
And today, $GFS and $MRVL expanded their multi-year agreement to increase capacity for optical connectivity used in pluggables, NPO and CPO for AI datacenters.
So Sivers already has its lasers inside the GF silicon-photonics ecosystem that Marvell is now expanding around.
The missing piece is:
When does Sivers announce it has become a qualified laser supplier for Marvell’s programs?
And this could be one reason Sivers is investing $30M to build capacity for 100M+ CW-DFB lasers per year.
The pieces are lining up.
SIVERS → GF → MARVELL → AI OPTICAL INFRASTRUCTURE
Now imagine the headline:
“Sivers becomes a laser supplier to $MRVL.”
$SIVE $GFS $MRVL > 引用 @aleabitoreddit: Just in: $NVDA invests $2B in $MRVL.
This deal is largely for “joint silicon photonics work” and validates Marvell and Celestial AI's optical fabric CPO roadmap.
But… guess who powers the light source for $MRVL that markets might have missed? (Hint: $SIVE) https://t.co/9lqJLIx7nG https://x.com/Matrix_B0SS/status/2100681746886832189
## @BaseHubHB (Base Hub 🛡️) · 09-17 21:30 · ♥35 ↻5 💬14 Top AI Projects on @base This Week
Private inference, agent memory, paid model access, onchain execution, and autonomous company infrastructure are all shipping from Base.
Here are the top projects this week:
1. @OpenGradient - Launched DreamFort, a private AI suite that strips identity from model requests and keeps agent code and files on-device. OpenGradient has processed 651K+ inferences and 4.81B+ tokens.
2. @KorProtocol - KORUS MCP lets Claude search for sounds, license stems, create tracks, and settle ownership through Base MCP and x402.
3. @basemateagent - Sends tokenized stocks through text messages, with Apple stock already delivered to beta users.
4. @virtuals_io - Launched Occupy on Base, letting agents run treasuries and take positions around tokenized stocks.
5. @aeonframework - Built a Uniswap v4 Hook Marketplace for creating, scanning, auditing, and listing hooks.
6. @AskSurplus - Opens enterprise-level inference pricing to smaller teams through its AI infrastructure marketplace.
7. @usedotai - Processed 9B tokens in 28 days and is building a staking system where users can consume or redeem unused inference.
8. @gitlawb - Brings legal workflows, contracts, and agent execution into programmable onchain systems.
9. @reppo - Released Orquestra Lite, allowing users to register, top up, and begin mining emissions from datanets.
10. @bankrbot - Gives Muse agents wallets for trading stock tokens, launching stock-paired tokens, and managing portfolios.
11. @sibylcap - Completed its hackathon with 365 teams registered and 92 submissions focused on agent memory and persistent context.
12. @BlockRunAI - Provides agents with pay-per-call access to AI models and RPC infrastructure through USDC.
13. @ClawBankHQ - Exposes 307 tools across 18 capability groups for agents handling companies, banking, contracts, markets, and commerce.
14. @openservai - SERV Reasoning API is live, with Coinbase AgentKit support for building enterprise-grade agents across DeFi, trading, payments, and commerce. https://x.com/BaseHubHB/status/2100698814684492206
## @aibottleneckcap (AI Bottleneck Research) · 09-17 19:16 · ♥34 ↻3 💬8 I’ll say this ONCE:
AI is the future.
And you can make A LOT of money before 2030 if you invest in the bottlenecks.
I screened AI infrastructure stocks for valuation, growth, demand and infrastructure exposure.
These 5 stand out: https://x.com/aibottleneckcap/status/2100665091725123651