Top 5 AI Infrastructure Stocks as Jensen Huang Says 'Trillions More Needed'

"I believe that there will be no digestion until we modernize a trillion dollars with the data centers... And let's say by 2030, the world's data centers for computing is a couple of trillion dollars."

"NVIDIA is capturing 80-85% gross margins on the infrastructure powering this transformation."

"META is spending $18.8 billion per quarter building its own AI infrastructure rather than renting compute from cloud providers. The market is punishing it-down 8.5% year-to-date and flat over the past year despite strong earnings beats. Meta reported $2.7 billion in net income for Q3 2025, artificially depressed by an $18.9 billion tax expense. Strip that out and you see healthy profitability, but the capex burn is real. Reality Labs continues bleeding cash while the company builds data centers. The bull case depends on whether Meta can monetize this infrastructure faster than competitors buying compute as needed. At a forward PE of 21x (cheapest in this group), you're betting on that monetization timeline accelerating. If you believe Meta's AI investments will drive meaningful revenue growth by 2027, this is your entry point."

"AMZN has the highest quarterly capex at $35.1 billion, and investors are betting AWS can pull the stock out of its malaise. The company is flat year-to-date and up just 4.7% over the past year, dramatically underperforming other infrastructure plays. AWS is the profit engine, but retail creates noise in earnings."

Trillions of dollars of additional investment in global data-center and AI computing infrastructure will be required, with significant buildout needed by 2030. NVIDIA is reporting extremely high gross margins on the infrastructure that will power this shift. Major technology companies are pursuing different strategies: Meta is spending roughly $18.8 billion per quarter on owned AI infrastructure, accepting heavy capex and near-term cash burn for potential future monetization; Amazon posts the largest quarterly capex at $35.1 billion while relying on AWS as the profit engine amid overall stock underperformance. Five stocks are identified as positioned to benefit, ranked by opportunity and risk.

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