As Wall Street's love affair with artificial intelligence heavyweights cools, some investors are pivoting to infrastructure companies they expect to benefit from AI capital spending, a shift that is spawning a slew of new products. After huge gains in recent years, shares in AI tech giants such as ‌Alphabet and Amazon have suffered sharp declines as investors worry returns from their massive investment in developing smarter AI systems won't justify such lofty valuations. To profit from ‌that spending spree, investors are focusing on the companies getting the checks -- chipmakers, data center builders and utility firms providing the physical nuts and bolts behind the AI revolution, say asset managers.