This AI infrastructure company has zoomed higher in recent months, and it has the potential to deliver more upside.

Artificial intelligence (AI) stocks are having another stellar year, as the heavy spending on this technology is showing no signs of cooling down. That's not surprising, since it looks like everyone wants to get a piece of the productivity and efficiency gains that this technology can deliver.

Not surprisingly, shares of AI stalwarts such as Nvidia and Palantir Technologies have been in fine form in recent months. Nvidia's stock price has jumped 62% in the past six months as the appetite for AI chips that aid in AI model training and inference in data centers remains solid. Meanwhile, Palantir's stock price has doubled in the past six months, driven by an acceleration

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