Big Tech capex plans for AI and chips have unsettled credit markets, and this article highlights three US investment-grade issuers tied to them. Lattice Semiconductor, with Core Lattice sales of about US$651 million and a market value near US$15.3b, supplies low-power FPGAs used in data centers and networking gear. Datadog generated about US$4.0b from IT infrastructure products, has a market value near US$92.6b, and counts over 750 AI customers. Vertiv Holdings Co, with an equity value near US$81.7b, supplies power and cooling hardware for AI data centers, reported Q4 2025 organic orders up 252% year over year, and holds a $15 billion backlog equal to roughly 1.5 years of trailing revenue. The article notes that its wider screen surfaced 30 more US investment-grade issuers with similar capex-driven stories.
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| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.9T |
| Close on 10/22/2026 | 648.91 |
| Change that session | -6.97% |
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