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// The Motley Fool

AI investors have been staring at Nvidia so hard they're missing the most important piece of the entire system.

Because behind every breakthrough model, every next-gen chip, and every AI supercluster is one company quietly enabling all of it. While the world fights over which model is "best," this firm provides the technology the whole industry physically can't operate without.

And yet… most investors haven't even heard of it.

This isn't speculation — it's structural. Every leading AI chipmaker relies on this one company's machines to manufacture the chips powering Act 2 of the AI revolution. According to The Verge, the industry is "wholly dependent" on its technology.

No substitute. No second supplier. No workaround.

The wildest part? Even at the largest AI conference in history, this company's name barely came up. The crowd was mesmerized by front-end magic while the most pivotal player stayed hidden in the rafters. That's what makes the opportunity so unusual: the fundamentals are massive, but the attention hasn't caught up.

The Motley Fool's analysts have now released a full deep-dive on this under-the-radar company, plus six more AI stocks they believe could ride the coming AI supercycle. If you want to own the real infrastructure of this moment, now's the time to look upstream. [Ad]

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