Three stocks control key AI infrastructure chokepoints in power and custom silicon, poised for growth.

The AI infrastructure market is shifting focus from chips to scarce resources like power and custom silicon connecting accelerators. Three companies—Vistra, Constellation Energy, and Marvell Technology—dominate these critical chokepoints. Vistra leads in power markets with strong hedging and expansion plans, Constellation offers clean, firm baseload energy combining nuclear and gas fleets, and Marvell supplies custom silicon and optics to hyperscalers with significant revenue growth. Upcoming events like regulatory filings and acquisitions will impact these companies' positions in the AI infrastructure space.

Vistra Corp (VST) trades at USD 141.07, closer to its 52-week low of USD 134.71 than its high of USD 210.85, showing a 1-day gain of 2.21% as of Sep 29, 2026 22:11 WIB. In contrast, Constellation Energy (CEG) is priced at USD 264.75, also nearer to its 52-week low of USD 236.50 than its peak of USD 403.95, with a smaller 1-day rise of 1.66%. While Vistra sees more buying interest on Pluang with 61% buy orders, Constellation has a majority of sell orders at 63%.