What under-the-radar AI stocks are you watching beyond the obvious names?

Everyone and their grandma owns NVDA at this point. I've been spending a lot of time looking at the AI supply chain trying to find names that aren't getting the same attention and I think there's some really interesting stuff hiding in plain sight.

Like did you know there's a construction company $FIX that gets 45% of its revenue from building out data centers now? Revenue up 42% last quarter, backlog at $9.4B. Nobody puts this in an AI portfolio but someone has to physically build and cool these things lol

Another one is $CRDO, they make the cables that connect GPUs together in data centers. Sounds boring until you realize revenue tripled and the stock is down 50% from highs. As these GPU clusters get bigger the cabling becomes a real bottleneck.

I've also been looking at $INOD and $AEHR, one does training data for LLMs, the other makes machines that stress-test chips before they ship. Both tiny companies but directly in the AI supply chain.

Basically I think the best opportunities right now aren't the model builders, its the picks and shovels stuff that the whole ecosystem needs regardless of who wins the AI race.

What smaller names are you guys watching? Feel like I'm probably missing some good ones.