3 Lesser Discussed Stocks That Offer Meaningful AI Exposure

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Hidden AI Plays Beyond NVIDIA

Three lesser-known US companies are posting strong AI-driven growth, offering alternative routes for investors focused on AI themes.

NVIDIA rightly grabs headlines as the AI powerhouse, but flyunder-the-radar names like Innodata, Applied Optoelectronics, and Celestica show impressive revenue surges thanks to AI demand. Innodata processes and prepares data crucial for AI training, growing revenues 58% last year with promising forward estimates. Applied Optoelectronics is benefiting from the explosion of data centers, supplying the optical gear needed for high-speed cloud connectivity, with some segments growing over 140%. Celestica supplies the physical infrastructure for hyperscalers and enjoys strong earnings growth alongside an optimistic outlook. For South African investors, direct local AI plays are scarce, so these US names must be viewed through the prism of USD/ZAR currency exposure. A rising greenback could cut into Rand returns but also suggests domestic tech sectors may lag global AI gains. Consider these stocks for selective exposure if you’re comfortable navigating forex swings. The view may be wrong if AI spending slows abruptly or supply chain issues bite these smaller companies’ margins. this is just our opinion and not financial advice