AI Spending Looks Poised to Soar. Here Are 2 Stocks That Could Benefit.
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Investors do not have to look far for signs that artificial intelligence (AI) capital spending is still ramping. This week, OpenAI, Oracle (NYSE: ORCL), and SoftBank announced five additional U.S. data center sites under the Stargate program, pushing planned capacity close to 7 gigawatts and more than $400 billion of investment over the next three years.Separately, CoreWeave (NASDAQ: CRWV) disclosed another multibillion-dollar OpenAI contract. The spending backdrop remains extraordinary -- and it is creating potential winning investments in the AI space.With this in mind, two stocks stand out as direct beneficiaries of rising AI infrastructure demand: CoreWeave and Oracle. Both are tied to expanding GPU capacity and AI workloads -- one as a pure-play AI cloud company, the other as a scaled enterprise platform whose cloud infrastructure is suddenly in high demand. The opportunity looks real. But so do the risks.Continue readingWeiter zum vollständigen Artikel bei MotleyFool
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