อะไรคือหุ้น AI ที่ดีที่สุดในการซื้อในขณะที่ Big Tech กำลังใช้จ่าย $690 พันล้านดอลลาร์กับโครงสร้างพื้นฐาน?

Key Points
Tech giants are building out AI infrastructure to serve enormous levels of demand.
The following two stocks are already seeing tremendous growth.
- 10 stocks we like better than Taiwan Semiconductor Manufacturing ›
Artificial intelligence (AI) has become a key investing theme over the past few years. In the early days, everyone spoke about the training of models so that they may eventually assist us in a variety of ways. Training continues, but AI is also being put to work these days as AI agents are deployed and the technology is applied in various areas such as healthcare and robotics.
To make all of this happen, infrastructure is needed to run AI workloads. Major tech players, from Amazon to Meta Platforms, are leading the charge, investing billions of dollars in AI infrastructure. In fact, these players and other big tech companies, together, aim to spend $690 billion on AI infrastructure this year. Nvidia's Jensen Huang predicts total spending could reach $4 trillion by the end of the decade, so this trend may be in its early days.
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What are the best AI stocks to buy while big tech is spending enormous amounts on infrastructure? Let's find out.
1. Taiwan Semiconductor Manufacturing
When you think of AI chips, you might immediately think of the market leader, Nvidia. But while Nvidia designs its chips, it doesn't actually manufacture them. The same is true for many other leaders in the chip space. Instead, all of these players turn to Taiwan Semiconductor Manufacturing (NYSE: TSM) to produce their creations.
This means that if you want to bet on the AI infrastructure spend but aren't sure which chip designer may dominate, you can safely opt for TSMC. The chip manufacturer is on track to benefit from the successes of all of these players. This makes the company a rather safe AI bet.
TSMC, which is in contact with its chip customers and their cloud customers, recently confirmed the strength of demand and its belief that this momentum will continue. And with cloud companies expanding their data centers for AI, they surely will need chips.
2. Corning
Corning (NYSE: GLW) is a specialist in optical fiber, cables, and connectivity -- and this is in great demand within and between AI data centers. So it's clear that with big tech investing billions in a build-out, Corning may deliver revenue growth in the quarters to come. In fact, the company even developed new fibers, cables, and other products to specifically address the AI market.
The company has already experienced this growth thanks to its expertise and efforts to serve AI customers. In the recent quarter, Corning delivered record results and forecast continued gains in the current quarter.
And in January, Corning announced a multi-year deal worth as much as $6 billion to provide cables, optical fiber, and connectivity to Meta. All of this suggests Corning may be on its way to scoring a huge win from big tech's billion-dollar AI investments this year.
Should you buy stock in Taiwan Semiconductor Manufacturing right now?
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Adria Cimino has positions in Amazon. The Motley Fool has positions in and recommends Amazon, Corning, Meta Platforms, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.