Data center boom's got everyone talking, but here's the real winner: one AI infrastructure supplier just posted explosive numbers. Their sales? Through the roof. Profit margins? Same story. Makes sense when you think about it—every AI training cluster, every GPU farm, every compute-heavy blockchain node needs serious hardware backing. The demand isn't slowing down either. With AI models getting bigger and crypto mining operations scaling up, these infrastructure plays might be the quiet giants everyone's overlooking. Not financial advice, but worth watching how the picks-and-shovels strategy plays out in this gold rush.