We recently released a list 11 Hidden AI Stocks Buy Now. In this article, we will explore Super Micro Computer, Inc. (NASDAQ:SMCI) Positions with other hidden AI stocks.

David Grain, founder and CEO of Grain Management, joined CNBC on May 1 to discuss the need for data centers and tariff uncertainty. The main concerns of tariffs are the potential impact on costs, the resilience of the supply chain, and the overall impact on business operations and their expansion. He also shared his views on why investors remain confident about the broadband and digital infrastructure sectors. He believes broadband is generally important and stressed that demand for faster connectivity has not slowed down, which is why regulatory support for broadband expansion is stable around the world. Grain noted that the government has also met expectations of lighter regulation of the infrastructure sector, which makes it easier to promote projects and carefully trade. He describes the administrator's position as growth and supports secure and competitive networks. Cereals also observed that infrastructure, especially broadband, is in bipartisan supportive areas given its positive impact on economic growth at the state and local levels.

DeepSeek announcement also followed, with reports suggesting that some companies may return their data center spending. However, the latest earnings report appears to have at least addressed the debate and confirm that investment in the field is still underway. David Grain elaborated on the current trend in data center investment and also stated that the demand for data centers is increasing due to the increase in AI, as it requires a lot of computing power. He explained that while demand has not slowed down here, the feasibility of building a new data center is still affected by the availability of reliable and high-capacity power.

We screened financial media reports to compile a list of top hidden AI stocks with AI-related operations and opportunities. We then selected 11 of the most popular stocks among elite hedge funds, with analysts bullish. As of the 4th quarter, these stocks were ranked in order of rising numbers of shares.

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