The Real Winners of AI Infrastructure Spending May Surprise Investors

A lot of money has been spent on setting up artificial intelligence (AI) infrastructure in the past three years, and it looks like the spending spree will continue. AI pioneer Nvidia recently forecast that another $3 trillion to $4 trillion is likely to be spent on AI infrastructure by 2030 to support the shift toward accelerated computing, the rapid growth in agentic AI, and the integration of AI in physical applications such as robotics, factories, and others.Some of the popular names that are likely to benefit from this massive outlay include Nvidia itself, along with other semiconductor industry players such as Advanced Micro Devices, Broadcom, Taiwan Semiconductor Manufacturing, and others.Those are all big names in computer chips, but there are other companies expected to benefit from the massive spending on AI infrastructure, too. Here are two companies that may seem like surprising bets on the AI infrastructure market, but that are playing an important role in this space.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool