AI Spending Looks Poised to Soar. Here Are 2 Stocks That Could Benefit.

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 Weiter zum vollständigen Artikel bei MotleyFool