Key Points The AI infrastructure build-out is a multitrillion-dollar opportunity that excites retail investors and Wall Street professionals. One Wall Street analyst sees the infrastructure backbone of AI-accelerated data centers securing additional capacity. Meanwhile, another analyst expects a historically cyclical memory and storage company to sustain its ultra-high margins thanks to extensive long-term supply deals. 10 stocks we like better than Nvidia › More than three decades ago, the advent and proliferation of the internet changed the corporate growth landscape. For decades, investors waited, often impatiently, for the next game-changing technology to meaningfully lift growth trajectories. Artificial intelligence (AI) has answered the call.
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