What are the seven stocks mentioned in the report?

The report did not list all seven stocks but highlighted NVIDIA and Marvell as key players in interconnect technology.

How can investors benefit from this trend?

Investors can consider companies developing interconnect technologies like NVIDIA and Marvell, but should be aware of technical and regulatory risks.

7 Stocks to Solve AI's Data Transfer Bottleneck

As AI focuses on power and memory, a new bottleneck emerges: data transfer speed between chips. A report highlights 7 stocks that could provide the solution.

June 29, 2026

2 min read

Source: 24/7 Wall St.

While the AI industry scrambles to secure electricity, land, and high-bandwidth memory (HBM), another critical constraint is emerging: moving data between chips fast enough. According to a report from 24/7 Wall St., 7 stocks are positioned to solve this bottleneck.

Details

The new bottleneck is the speed of interconnects between AI processors in data centers. As large language models grow, the need for high bandwidth between chips becomes crucial. The report highlights companies developing interconnect technologies, including NVIDIA (NVDA) and Marvell Technology (MRVL), along with others specializing in switches and optical cables.

Context

These challenges come as the AI industry experiences massive growth, with companies investing billions in new data centers. Data transfer issues are not new but are exacerbated by increasing model sizes and chip counts. Proposed solutions include NVIDIA's NVLink and silicon photonics technologies.

What It Means for Investors

Investors seeking opportunities in the AI supply chain may find these stocks offer exposure to solving one of the most pressing bottlenecks. However, these technologies are still in development and may face technical and regulatory hurdles.

Frequently Asked Questions

The new bottleneck is the speed of data transfer between AI chips within data centers, critical for running large models efficiently.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.