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The article discusses the "pick-and-shovel" phase of the AI gold rush, where companies like Astera Labs, Iren, and Nokia provide essential services to the sector as AI evolves. These businesses are expected to reap years of financial success and are worth considering now. Astera Labs enhances connectivity within AI data centers, while Iren feeds AI's insatiable hunger for compute by renting its cloud computing capacity to hyperscalers. Nokia, meanwhile, is a leader in 5G infrastructure, a critical component of AI adoption.

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