Is the AMD rocketship a sign that the AI infrastructure trade is over or just beginning?

Chip companies and other AI infrastructure companies have discovered that they can generate 30-40% one-day jumps in their stock price by just announcing a deal with OpenAI to fund their build out. First it was MSFT and NVDA, then ORCL, PSTG, AVGO and now AMD. AMD is giving OpenAI a warrant to get a 10% piece of AMD, and today’s 30% jump in market value easily covered that giveaway to OpenAI. Who’s next? Or is this trade done?

I’ve got my eye on MRVL, SMCI, TSMC in the chip space, LUMN at the edge/connectivity layer, and maybe PANW with security. I think ARM didn’t get enough juice from the announcement that they were part of the initial AI pact between ORCL-OpenAI-ARM-SoftBank, but a one-on-one deal between ARM and OpenAI would deliver a big uplift to ARM. Any other good candidates?