The 4 Biggest Tech Companies Will Spend $655 Billion on AI This Year. Here’s How I’m Investing.
Key Points Chipmakers, DRAM companies, and leading foundry TSMC should all benefit from increased AI infrastructure spending. Hyperscalers should also see strong returns on their spending. Energy Transfer is a conservative, under-the-radar way to play the AI data center build-out. 10 stocks we like better than Nvidia › The four largest hyperscalers (owners of large…