Gotrade News - Artificial intelligence demand triggered a synchronized rally across three layers of the technology infrastructure stack on Thursday (May 8). Three corporate events showed AI spending is no longer concentrated on GPUs, spreading instead into optical fiber, private cloud platforms, and advanced chip manufacturing nodes.
Deutsche Bank upgraded Prysmian from Hold to Buy with a fresh EUR 167 price target on Thursday. Analyst Nabil Najeeb said Prysmian sits at three of the key bottlenecks in the AI value chain, namely grid infrastructure, medium voltage cabling into data centers, and optical fiber for server interconnect.
Optical fiber price surge takes center stage
Deutsche Bank wrote that the workload shift toward AI inference has lifted both intra and inter data center bandwidth requirements. According to the analyst this fueled a sharp surge in fiber prices, and Prysmian earnings momentum has resumed re-accelerating after a brief pause.
Prysmian was also flagged as one of the few fiber producers with domestic United States manufacturing capacity. That position opens the door for long-term agreements with hyperscalers expanding data center capacity in the next twelve to eighteen months.
Broadcom (AVGO) targets private AI workloads with VCF 9.1
Broadcom shipped VMware Cloud Foundation version 9.1 on May 5, 2026 as a unified platform for private AI infrastructure. Insider Monkey reported the platform can manage up to 5,000 hosts and claims up to 40 percent server cost reduction via intelligent memory tiering.
VCF 9.1 supports mixed compute across AMD, Intel, and NVIDIA hardware with a zero trust architecture. Broadcom is targeting enterprises that want to run AI inference privately while optimizing the server fleet they already own.
TSMC (TSM) lays out A13 process roadmap for 2029
TSMC unveiled the A13 process node at the North America Technology Symposium on April 23, 2026. Insider Monkey noted A13 is positioned as a direct shrink of A14 with a 6 percent area reduction and improved power efficiency, with production scheduled for 2029.
A13 targets AI, HPC, and mobile applications using next generation nanosheet transistors. TSMC also detailed the N2U platform for 2028 and CoWoS 14 reticle packaging that integrates 10 compute dies and 20 HBM stacks for hyperscale AI accelerators.
What this means for US equity investors
The three events send a consistent signal to global investors. AI capex is broadening into wider infrastructure layers, so exposure no longer needs to sit purely with GPU makers like NVIDIA.
Investors can consider modest rotation into fiber, cloud platforms, and the foundry ecosystem. Both AVGO and TSM sit on multi year AI capex trajectories that are still in early phases of market recognition.
Conclusion
AI demand drove a cross sector rally on Thursday (May 8), with Prysmian, AVGO, and TSM each contributing distinct catalysts across the infrastructure stack. For investors who want direct access to US stocks like AVGO, TSM, NVDA, and AMD, Gotrade provides access to thousands of US stocks with an affordable minimum deposit.
