RESOLVING THE LEDGER
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These are unprecedented times, with companies pumping hundreds of billions of dollars into capital expenditures -- data centers, GPUs, and other infrastructure for artificial intelligence (AI). It's an arms race of sorts, and companies are spending first and asking questions later in fear of missing out on their share of AI adoption.
Two groups of AI stocks have formed within this capex boom. On one side are the AI hyperscalers, big tech companies like Microsoft , Amazon , Meta Platforms , and Alphabet . On the other side are neoclouds, companies such as CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS) , that build specialized GPU data centers and sell the computing power.
Knowing which group actually wins in the big picture is crucial to deciding where to invest your dollars.
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