2 AI Stocks That Could Supercharge Your Portfolio

The AI revolution may still be in its early innings as tech giants and start-ups invest mountains of cash into AI infrastructure. Microsoft is reportedly set to spend an incredible $80 billion on AI data centers this year, a strong sign that heavy spending on AI is going to continue in the foreseeable future.While betting on the big AI players might make sense, some smaller companies are worth considering. Cloudflare (NYSE: NET) is focused on AI inference with its global network of AI-capable servers, and DigitalOcean (NYSE: DOCN) is working to extend its developer-friendly cloud platform into the AI space. While AI isn't a huge part of either company's revenue right now, that could change as the industry matures.In the long run, Cloudflare expects the business of running AI models to be a much larger opportunity than training AI models. Tech giants are scooping up powerful data center GPUs to train ever more powerful AI models, but there are some indications that current methods of training AI models are running into a ceiling.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool