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总结
多家美国财经媒体围绕“AI下一阶段基础设施”展开投资解读。MarketWatch指出，随着芯片更强，AI产业链的关键支撑将不只在硬件算力本身，还会延伸到能效提升、电力供应、散热/冷却、网络连接等环节，并以“8只可能构成AI骨干的股票”为线索提示相关机会。评论认为瓶颈正从单纯堆算力转向效率与运营成本管理，数据中心扩张或带动相关公司受益，但仍需警惕估值与行业周期波动。
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These 8 stocks could form the backbone of AI as chips get more powerful MarketWatch AI's Next Bottleneck Isn't Hardware -- It's Efficiency. Here's the Stock to Watch. The Motley Fool Forget Vertiv Stock and Look at This AI Stock Instead Nasdaq The Real Money in AI Might Be in Power Cooling and Connectivity Finviz The One Chart Every AI Infrastructure Investor Needs To See Right Now Seeking Alpha
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