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Key Developments in AI Infrastructure Investment
The AI infrastructure market is rapidly expanding, with significant investments being directed towards various companies that tackle specific challenges in the sector. Notably, Poet Technologies (NASDAQ: POET) recently raised $150 million to support its optical interposer platform, with the optical interconnect market projected to grow to $26–35 billion by 2030. Meanwhile, Navitas Semiconductor (NASDAQ: NVTS) focuses on gallium nitride and silicon carbide power semiconductors for AI data centers, promising efficiency gains of around 5% that could save operators millions annually.
Other key players include Oklo (NYSE: OKLO), which has a long-term power purchase agreement totaling 12 gigawatts, and Palantir Technologies (NASDAQ: PLTR), reporting $1.2 billion in revenue in Q3 2025. ASML Holding (NASDAQ: ASML) maintains a monopoly on extreme ultraviolet lithography systems critical for chip production, while Applied Digital (NASDAQ: APLD) plans a 400 megawatt data center in North Dakota, backed by a $5 billion commitment from Macquarie Asset Management.
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