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Today's Exclusive News Small Names, Big Impact: The Stocks Behind NVIDIA's RubinReported by Jeffrey Neal Johnson. Originally Published: 1/13/2026. 
Article Highlights - Strategic investors are shifting focus toward essential supply chain partners that enable the deployment of advanced computing architectures and massive data centers.
- Specialized firms providing critical power management and optical connectivity solutions are seeing increased demand as they solve physical limitations in server racks.
- Advanced manufacturing and thermal management technologies have become vital components enabling the semiconductor industry to meet soaring global computing demand.
NVIDIA (NASDAQ: NVDA) has reached a level of market dominance rarely seen before. The chip giant's market capitalization briefly exceeded $4.76 trillion after its standout presentation at CES 2026, which debuted the consumer-focused RTX 60-Series. That surge was short-lived, and the value has since settled into the $4.5–$4.6 trillion range. NVIDIA is the undisputed leader in artificial intelligence (AI), but for investors chasing exponential returns in 2026, its sheer size creates a problem often described by the Theory of Large Numbers. To double from here, NVIDIA would need to add roughly another $4.76 trillion in value — the equivalent of creating another Apple (NASDAQ: AAPL) or Microsoft (NASDAQ: MSFT). While not impossible, the law of large numbers implies much of the "easy" upside has already been realized, and retail investors often rotate out once that happens. A growing number of investors are paying attention to developments around private space companies and potential future public listings.
In a recent briefing, one research publisher outlines how some investors are seeking early exposure to the space economy through publicly traded assets — without waiting for a formal IPO. The presentation walks through the structure, risks, and mechanics behind this approach for those who want to understand how it works. Read the full sponsor briefing here So the smart money is climbing the tree in search of fruit: specialized mid-cap and small-cap suppliers that will build systems around NVIDIA's upcoming Rubin architecture. NVIDIA designs the chips, but these suppliers solve the hard physics problems — managing heat, speed and manufacturing constraints — so the systems function as intended. Because they are smaller, new orders from NVIDIA can move their stock prices much more than they move NVIDIA's stock once announced. Flex Ltd: The Grid Builder for AI The first bottleneck in the AI supply chain isn't only chip production — it's powering the chips. NVIDIA's Rubin architecture is so dense that standard server power supplies won't suffice. The design requires massive, centralized units called Power Shelves to distribute energy evenly across racks. Flex Ltd. (NASDAQ: FLEX) has quietly shifted from a general contract manufacturer into a primary architect of that power infrastructure. While the company still makes a wide range of electronics, its Data Center division has become the growth engine. In its latest quarterly update, Flex said Data Center revenue rose 35% year-over-year, driven largely by demand for complex power systems. Wall Street has noticed. In early December 2025, analysts at Goldman Sachs lifted the price target to $74 — roughly a 17% premium to the stock's trading level at the time. Goldman cited strong execution and growth across AI data centers, utilities and automotive segments as reasons for the upgrade. Coherent Corp: Solving the Speed-of-Light Crisis As AI clusters scale from thousands to tens of thousands of chips, speed becomes the next bottleneck. Traditional copper cabling is too slow and bulky to link the massive server racks Rubin requires. The solution is photonics — moving data with light. Coherent Corp (NYSE: COHR) is a leader in that transition. The industry is moving to 1.6 Terabit (1.6T) optical transceivers to match NVIDIA's processing rates, and Coherent controls a meaningful share of the indium phosphide supply needed to make these lasers at scale. Think of Coherent as a toll operator on the information superhighway: as NVIDIA chips process more data, demand for Coherent's lasers rises. - Key Catalyst: The shift from 800G to 1.6T speeds is creating supply strain.
- Why It Matters: Shortages give suppliers pricing power. The stock is trading near 52-week highs around $185, supported by projections of roughly 17% quarter-over-quarter revenue growth.
Amkor Technology: The Manufacturing Release Valve The third bottleneck is packaging and assembly capacity. NVIDIA's main partner, Taiwan Semiconductor Manufacturing Company (NYSE: TSM), can't package every AI chip it produces — its advanced packaging lines, such as CoWoS, are routinely full. Amkor Technology (NASDAQ: AMKR) has become a critical release valve. As one of the only major U.S.-headquartered firms with advanced packaging capabilities for AI chips, Amkor is taking on the volume TSMC can't absorb. That role has turned Amkor from a value play into a momentum name, with shares rallying roughly 100% since January 2025. Navitas Semiconductor: The High-Voltage Gamble The final bottleneck is heat and power density. Rubin racks draw enormous power, and traditional silicon-based power supplies struggle with efficiency, thermal limits and footprint. Navitas Semiconductor (NASDAQ: NVTS) uses Gallium Nitride (GaN) technology to address those challenges. GaN devices handle higher power more efficiently than silicon. At CES 2026, Navitas unveiled an 8.5 kW AI data-center power supply offering about 98% energy efficiency, designed specifically for next-generation racks. The CES announcement acted as a catalyst: Navitas' stock climbed roughly 30% in the days that followed. Drafting Behind the Titan: A Picks-and-Shovels Strategy NVIDIA provides the roadmap for AI's future, but these suppliers build the vehicle. For investors, looking inside the server rack is a way to bypass the constraints of the law of large numbers. By targeting the specific bottlenecks that must be solved for AI to scale — power delivery, photonics, packaging and high-efficiency power electronics — portfolios can participate in the same growth trends that propelled NVIDIA, while tapping a fresher runway of upside in 2026.
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