 A Message From Paradigm Press Below is an important message from one of our highly valued sponsors. Please read it carefully as they have some special information to share with you.
Consider this your notice. Here's what's happening. I believe 1,806,000 Americans are going to be millionaires in the coming years from this. Almost nobody knows about this yet. Elon buried his next move in a government filing and said nothing. I found it and I believe it's his biggest play yet, and I'll show you the whole thing… Why he's hiding it, and what to do before the 8th. >> WATCH THIS BEFORE DECEMBER 8th!! << It’s completely FREE to watch. No purchase. No credit card. The clock's already running. Don't let it run out. Sincerely,
James Altucher
This Week's Exclusive Content
3 More AI Infrastructure Plays Beyond the Big NamesAuthor: Nathan Reiff. Posted: 9/27/2026. 
Key Points
- AI infrastructure buildouts continue at a rapid pace despite some tech firms signaling caution about future AI development spending.
- Bloom Energy, Ciena, and Twilio each occupy a distinct niche in power, networking, or AI orchestration and show strong revenue growth and raised guidance.
- All three stocks have risen sharply year to date, with analysts largely bullish but suggesting investors watch for pullbacks before buying.
- Special Report: 17,556% on KDA. My #1 coin for October is ready.
With major tech firms appearing to reverse course by calling for a slowdown in AI development, investors may have reason to believe that demand for AI training could shift in the future. For now, however, AI infrastructure projects—which often span multiple years because of the complexities involved in securing electrical power, building facilities and more—continue to proliferate at a breakneck pace, even as AI applications expand into new industries. A host of firms are involved in the broader AI infrastructure space, and investors willing to search can find lesser-known names poised to benefit from strong demand. A key decision is whether to focus on firms providing power, networking capabilities or other types of orchestration between AI providers and their customers. The companies below each occupy one of these three corners of the market and are delivering strong financial results alongside optimistic guidance and analyst support. Bloom Energy's Fuel Cells Are Increasingly Vital Across the Data Center Space
To be sure, Bloom Energy Corp. (NYSE: BE) is not a small company by any means—its market capitalization is nearly $83 billion—but compared with some of the major tech firms involved in AI, it may seem tiny. The firm occupies a unique niche as a provider of solid oxide fuel cell systems, which are increasingly critical to energy infrastructure because of their usefulness as backup power systems and in distributed generation applications. Bloom is one of the key companies helping data centers secure enough electrical power to operate reliably. The data center boom has driven skyrocketing revenue, which climbed 166% year over year (YOY) to nearly $1.1 billion last quarter. Product revenue more than tripled over the same period. With this momentum in mind, management recently raised its guidance, suggesting approximately 100% growth at the midpoint compared with the same period last year. Bloom is also improving its profitability, suggesting that its top-line gains are sustainable. Gross margin for the last quarter climbed 668 basis points YOY to 33.4%. Bloom's products are broadly distributed across all major U.S. hyperscalers, and a major partnership with Oracle Corp. (NYSE: ORCL) means the company should remain busy with deployments for the foreseeable future. Shares of BE are up about 225% year to date (YTD) after a series of positive developments, so investors may want to watch for signs of a modest pullback that could create an opportunity to buy. In late September, a setback involving an Oracle data center project did just that, providing a window to buy at a slightly reduced price. Ciena's Reliance on AI Networking Revenue May Continue to Pay OffOptical networking is critical to data center infrastructure because it enables more efficient data transfer within and between sites. Ciena Corp. (NYSE: CIEN) has built a reputation as a go-to provider of technology for routing, switching and interconnecting data centers. Revenue in the latest quarter rose 37% YOY, while adjusted earnings per share (EPS) more than tripled. The results also led to a sharp increase in full-year guidance. One risk for Ciena investors is the company's heavy concentration in its AI networking business, with more than 81% of last quarter's revenue attributable to Networking Platforms. Still, expanding margins and expectations that the company will benefit from a multiyear bandwidth upgrade cycle, along with new technologies that should improve data-transfer efficiency, help explain why three-quarters of analysts rate CIEN shares a Buy. The shares have climbed only about 54% YTD, a modest gain compared with BE, and Wall Street still sees plenty of upside. Twilio's Rapid Growth May Warrant Watching and Waiting for an Opportunity to BuyUnlike the companies above, Twilio Inc. (NYSE: TWLO) isn't a data center hardware maker. Instead, it offers services that allow AI agents to interact with people through voice, messaging and other channels. It is therefore a different type of AI infrastructure company, but one that has nonetheless seen significant success amid the buildout. Revenue growth of 22% YOY in Q2 2026, combined with strong free cash flow of $353 million, prompted management to raise its full-year guidance across multiple categories. Crucially, Twilio has demonstrated its ability to expand revenue from existing customers, with its customer cohort generating approximately 16% more revenue YOY during the last quarter. The company's unique voice AI tools are particularly popular. Shares of TWLO have also appreciated rapidly, climbing 99% YTD. While analysts remain overwhelmingly positive in their assessments of TWLO shares, Wall Street appears to suggest that the stock may be due for a slight correction. Investors may therefore want to watch for signs of an opportune moment to buy. . |
