If AI Spending Really Hits $4 Trillion, This Stock Could Ride the Wave
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There are a wide variety of estimates out there about how much money will be spent on the AI infrastructure buildout over the next few years, and one of the boldest projections is from Nvidia.During its third-quarter conference call, the company reaffirmed its projection that annual global spending on data centers will reach $3 trillion to $4 trillion by 2030. Naturally, many investors are wondering if such a bullish projection is really attainable.Yet the chipmaker is in a great position to predict where the computing market is heading because it's likely receiving orders for delivery beyond 2026 right now. CEO Jensen Huang said in the earnings release that his company was sold out of its data center graphics processing units (GPUs), so AI hyperscalers are likely ordering several years in advance. If the data center market is truly on course to reach $4 trillion, there's one stock that will be a must-own: Taiwan Semiconductor Manufacturing (NYSE: TSM).Continue readingWeiter zum vollständigen Artikel bei MotleyFool
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