The market capitalization of the software sector has decreased by 26% over the past six months, falling to $1.3 trillion. However, amid the AI rally, certain infrastructure players have seen significant gains: Bloom Energy's stock has surged over 240% in six months, while Quanta Services and MasTec have skyrocketed more than 300% since May 2023. The boom in AI stocks in the U.S. has been ongoing since May 2023, when a strong earnings report from Nvidia marked a turning point for the sector. During this period, the index for American semiconductors has soared by 423.9%, compared to 85.6% for the broader U.S. market.