The World Management Consulting Company McKinsey & Company recently published a report detailing convincing trends in research and development (R&D) and capital expenses (CAPEX) linked to artificial intelligence investments (IA) over the next five years.
According to McKinsey’s analysis, IA infrastructure expenses could reach $ 6.7 billions by 2030. Among these different infrastructure opportunities, McKinsey estimates that nearly 3.1 billions of dollars will be allocated to flea designers with data centers equipped with an AI.
Analyons companies that make major investments in AI infrastructure at the moment and explore in which they are investing. From there, I will reveal my four main data center actions to load now and explain why.
Great expenditure
Investors do not need to look much further than the “magnificent seven” to join McKinsey’s forecasts around the increase in the CAPEX linked to the AI. Over the past two years, Microsoft,, AlphabetAnd Amazon have spent billions, in partnership with high -level businesses such as OPENAI (Chatgpt manufacturer) and Anthropic.
Data by Ycharts.
The integration of models of large languages (LLM) and generative AI in their respective ecosystems has supercharged growth for Megacap technology – in particular in fields such as cybersecurity, productivity software of the workplace and cloud computing infrastructures.
Only this year, Microsoft, Microsoft, Alphabet and Amazon should spend nearly $ 260 billion for CAPEX. According to the commentary on their respective management teams, a large part of these expenses will be awarded to the Faches and IA data centers of the equipment – just as McKinsey requests.
In addition to the above cloud hyperscalers, Meta-platforms Recently told investors that it really increased its CAPEX budget for 2025. Similar to Microsoft, Alphabet and Amazon, Meta turned out to be a big flea buyer in recent years. In addition, each of these magnificent seven members also explored its own personalized silicon.
In this backdrop, here are four companies that benefit from these rear winds of the IA infrastructure.
Image source: Getty Images.
Who will benefit from these IA infrastructure investments?
Regarding the AI chip designers, my two best choices are Nvidia (NVDA 0.28%)) And Advanced micro-apparents (AMD 1.91%)). According to industry estimates, NVIDIA should hold 90% (or more) from the GPU AI market, AMD comprising a large part of the rest. Given each company that I have referenced above currently on the NVIDIA and AMD Chip architecture, CAPEX expenses for this year should be a major back wind for the two flea actions.
Moreover, Broadcom (Avgo -1.76%)) should benefit from the increase in infrastructure expenditure in AI in several ways. First, the company specializes in equipment data centers with networking equipment necessary to house GPU clusters. Broadcom can also lend a hand in the field of personalized silicon (which he currently does with Meta).
Finally, and perhaps the most lucrative opportunity of all, Manufacture of Taiwan semiconductors (TSM -0.13%)). Taiwan semi specializes in the manufacturing processes necessary to really make the chips designed by Nvidia, AMD, Broadcom, etc.
Among NVIDIA, AMD, BROADCOM and TSMC, each company plays a critical mission role in the development of services fueled by AI. Given that the spending models of the largest actors in AI seem to be still in motion, these four actions of semiconductors are well positioned for accelerated growth for the years to come.
All these stocks of AI data centers look like large purchases at the moment
The graph below illustrates the multiple prices for profits (P / E) for Nvidia, Broadcom, AMD and TSMC.
Data by Ycharts.
There has been a considerable decline in the events for these companies in recent months. A large part of this evaluation compression has to do with uncertainty around the new pricing policies of President Trump. Although some progress seems to have been made, it is always a fluid situation. In my eyes, many investors are sitting on the sidelines at the moment – while waiting to see which management teams in these companies have to say in terms of financial advice during the next quarter or the second semester.
As a long -term investor, I am not too concerned about what the next two quarters can look like. On the contrary, I am more seized in secular themes fueling the growth of AI at the moment. Like McKinsey models in its reports, IA infrastructure expenses – in particular fleas and data centers – should continue to experience robust growth in the coming years.
For these reasons, I would take advantage of any weakness among these stocks of fleas and prepare to hold firmly.
Suzanne Frey, director of Alphabet, is a member of the board of directors of Motley Fool’s. Randi Zuckerberg, former Director of Development of the Facebook and Sister of the CEO of Meta Platforms, Mark Zuckerberg, is a member of the board of directors of Motley Fool’s. John Mackey, former CEO of Whole Foods Market, a subsidiary of Amazon, is a member of the board of directors of Motley Fool’s. Adam Spatacco has positions in Alphabet, Amazon, Meta Platforms, Microsoft and Nvidia. The Motley Fool has positions and recommends micro advanced devices, alphabet, Amazon, Meta Platforms, Microsoft, Nvidia and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom and recommends the following options: Long January 2026 395 $ calls Microsoft and short January 2026 405 $ calls Microsoft. The Motley Fool has a policy of disclosure.
