Nvidia derivative plays: Raymond James raises estimates on 3 data center parts makers after Blackwell release

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Nvidia derivative plays: Raymond James raises estimates on 3 data center parts makers after Blackwell release
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Investors could find opportunities in optical companies, which are critical to AI data centers.

After Nvidia's blockbuster announcement this week, investors could find opportunities in other parts of the data center industry. Nvidia showcased its Blackwell graphics processing units, which investors and analysts bet could further drive the company's profits as the artificial intelligence craze shows no signs of slowing down. These new chips could lead to greater demand for AI data centers — and the companies that make components for them.

This Nvidia derivative play is up nearly 500% over the past year. One bull says shares have room to double again

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