AI stocks are in the spotlight with the industry experiencing strong demand and rapid expansion. The next-gen technology is preparing the stage for a major jump, ushering the world into the new innovation. The AI sector now not only includes Nvidia, Amazon, Apple, and Microsoft, but also involves firms that provide services to data centers, on which these tech titans depend.

AI Growth Could Bolster These 2 Stocks

1. Sandisk (NASDAQ: SNDK)

sandisk sndk stock
Source: VCG / Getty Images

Sandisk is among the stocks to watch out for as the storage and memory firm is getting involved in the AI industry. The storage infrastructure firm is providing high-bandwidth memory (HBM) to support data centers for trading AI models. The demand for storage is high, as regular memory is incapable of handling hyperscale datasets.

The AI-based Sandisk stock has more than doubled in value, rising nearly 125% year-to-date. The demand remains extremely strong with the storage firm leading the roost. SNDK entered January at $275 and reached $618 on Wednesday’s opening bell. It reached a yearly high of $695 in February, which it is now looking to reclaim in the charts.

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2. Micron (NASDAQ: MU)

micron stock MU
Source: Yahoo Finance

Micron is also the stock to watch out for as the firm is providing high-bandwidth memory to tech firms deploying their AI models. The demand for the company’s high-bandwidth memory is so high that it sold out all devices for 2026. Micron will begin manufacturing new batches of HBM storage to cater to the growing demand in the market.

Since the majority of tech giants are training their AI models, the deployment requires large-scale HBM. Therefore, the second in line in providing memory and storage to support the rapid expansion of the AI industry is Micron. MU has risen nearly 28% year-to-date, after a robust 350% increase in value since 2025. Stocks that provide services to the AI sector could boom in the coming years.