Key Takeaways APLD and LITE have both delivered more than 200% returns in 2025 on surging AI infrastructure demand.APLD's long-term prospects ride on accelerating spending on AI infrastructure by hyperscalers.LITE is developing and providing photonic solutions for AI applications, particularly for data centers. The artificial intelligence (AI) saga, supported by the massive growth of cloud computing and data centers, is yet to unfold fully. Solid demand from AI infrastructure end markets such as hyperscale ...