5 AI Infrastructure Stocks to Buy and Hold Through 2030
The AI build-out requires much more than chips.
Investors seeking exposure to artificial intelligence should consider a diversified portfolio of infrastructure stocks. Five companies stand out as potential long-term holdings: Marvell Technology, Advanced Micro Devices, Forgent Power Solutions, Oracle, and Brookfield Corporation. Marvell specializes in networking chips for AI data centers and has shown impressive growth in this sector.
Advanced Micro Devices offers growth potential with its Helios rack-scale systems and a recent acquisition to strengthen its position. Forgent Power Solutions focuses on the power supply bottleneck in AI data centers, with strong bookings and promising revenue growth. Oracle, despite recent financial concerns, provides value with its remaining performance obligations and solid recent earnings.
Brookfield Corporation approaches AI from an asset management perspective, acquiring physical assets and power generation facilities to build a $100 billion AI data center campus. By investing in these five companies, investors can gain exposure to different aspects of AI infrastructure and potentially benefit from the sector's growth through 2030.
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