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5 Artificial Intelligence (AI) Infrastructure Stocks Powering the Next Wave of Innovation

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Key Points

  • Nvidia’s AI data center chips remain the gold standard.

  • Amazon and Microsoft have been significant winners in AI due to their massive cloud infrastructure operations.

  • Arista Networks and Broadcom have tremendous growth ahead in AI networking.

  • 10 stocks we like better than Nvidia ›

It will be a massive undertaking to build out the hardware and support necessary to power increasingly advanced artificial intelligence and provide it at a global level where billions of people can access it.

According to research by McKinsey & Company, the world’s technology needs will require $6.7 trillion in data center spending by 2030. Of that, $5 trillion will be due to the rising processing power demands of artificial intelligence (AI). These investments, though, will lay the groundwork for the next era of global innovation, which will revolutionize existing industries and create new ones.

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Some key companies have already been experiencing significant growth due to the AI trend, and there is still likely a long runway ahead for players in key AI infrastructure spaces, including semiconductors, cloud computing, and networking.

Here are five top stocks to buy and hold for the next wave of AI innovation.

Image source: GETTY IMAGES

Nvidia: The data center AI chip leader

Inside these colossal AI data centers are many thousands of AI accelerator chips, usually from Nvidia (NASDAQ: NVDA). The company’s graphics processing units (GPUs) are the only ones that can make use of its proprietary CUDA platform, which contains an array of tools and libraries to help developers build and deploy applications that use the hardware efficiently. CUDA’s effectiveness — and its popularity with developers — has helped Nvidia win an estimated 92% share of the data center GPU market.

The company has maintained its winning position as it progressed from its previous Hopper architecture to its current Blackwell chips, and it expects to launch its next-generation architecture, with a CPU called Vera and a GPU called Rubin, next year. Analysts expect Nvidia’s revenue to grow to $200 billion this year and $251 billion in 2026.

Amazon and Microsoft: Winning in AI through the cloud

AI software is primarily trained and powered through large cloud data centers, making the leading cloud infrastructure companies vital pieces of the equation. They’re also Nvidia’s largest customers. Amazon (NASDAQ: AMZN) Web Services (AWS) has long been the world’s leading cloud platform, with about 30% of the cloud infrastructure market today.Through the cloud, companies can access and deploy AI agents, models, and other software throughout their businesses.

AWS’s sales grew by 17% year over year in Q1, and it should maintain a similar pace. Goldman Sachs estimates that AI demand will drive cloud computing sales industrywide to $2 trillion by 2030. Amazon will capture a significant portion of that, and since AWS is Amazon’s primary profit center, the company’s bottom line should also thrive.

It’s a similar theme for Microsoft (NASDAQ: MSFT). Its Azure is the world’s second-largest cloud platform, with a market share of approximately 21%. Microsoft stands out from the pack for its deep ties with millions of corporate clients. Businesses rely on Microsoft’s range of hardware and software products, including its enterprise software, the Windows operating system, and productivity applications such as Outlook and Excel.

Microsoft’s vast ecosystem creates sticky revenue streams and provides it with an enormous customer base to cross-sell its AI products and services to. Microsoft has also invested in OpenAI, the developer behind ChatGPT, and works with it extensively, although that relationship has become somewhat strained as OpenAI has grown increasingly successful.

Regardless, Microsoft’s massive footprint across the AI and broader tech space makes it a no-brainer.

Arista Networks and Broadcom: The networking tech that underpins AI

Within data centers, huge clusters of AI chips must communicate and work together, which requires them to transfer massive amounts of data at extremely high speeds. Arista Networks (NYSE: ANET) sells high-end networking switches and software that help accomplish this. The company has already thrived in this golden age of data centers, with top clients including Microsoft and Meta Platforms, which happen to also be among the highest spenders on AI infrastructure.

Arista Networks will likely continue benefiting from growth in AI investments, as these increasingly powerful AI models consume ever-increasing amounts of data. Analysts expect Arista Networks to generate $8.4 billion in sales this year (versus $7 billion last year), then $9.9 billion next year, with nearly 19% annualized long-term earnings growth.

Tightly woven into this same theme is Broadcom (NASDAQ: AVGO), which specializes in designing semiconductors used for networking applications.

For example, Arista Networks utilizes Broadcom’s Tomahawk and Jericho silicon in the networking switches it builds for data centers. Broadcom’s AI-related semiconductor sales increased by 46% year-over-year in the second quarter.

Looking further out, Broadcom is becoming a more prominent role player in AI infrastructure. It has designed custom accelerator chips (XPUs) for AI model training and inference. It has struck partnerships with at least three AI customers that management believes will each deploy clusters of 1 million accelerator chips by 2027. Broadcom’s red-hot AI momentum has analysts estimating the company will grow earnings by an average of 23% annually over the next three to five years.

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Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool’s board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Justin Pope has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, Arista Networks, Goldman Sachs Group, Meta Platforms, Microsoft, and Nvidia. The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.

Disclaimer: For information purposes only. Past performance is not indicative of future results.



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Artificial Intelligence engines ignore black skin tones and African Hair texture – The Tanzania Times

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Identity Crisis: Artificial Intelligence engines ignore black skin tones and African Hair texture – The Tanzania Times





















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India can reframe the Artificial Intelligence debate

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‘India must make a serious push to share AI capacity with the global majority’ 
| Photo Credit: Getty Images

Less than three years ago, ChatGPT dragged artificial intelligence (AI) out of research laboratories and into living rooms, classrooms and parliaments. Leaders sensed the shock waves instantly. Despite an already crowded summit calendar, three global gatherings on AI followed in quick succession. When New Delhi hosts the AI Impact Summit in February 2026, it can do more than break attendance records. It can show that governments, not just corporations, can steer AI for the public good.

India can bridge the divide

But the geopolitical climate is far from smooth. War continues in Ukraine. West Asia teeters between flareups. Trade walls are rising faster than regulators can respond. Even the Paris AI Summit (February 2025), meant to unify, ended in division. The United States and the United Kingdom rejected the final text. China welcomed it. The very forum meant to protect humanity’s digital future faces the risk of splintering. India has the standing and the credibility to bridge these divides.

India’s Ministry of Electronics and Information Technology began preparations in earnest. In June, it launched a nationwide consultation through the MyGov platform. Students, researchers, startups, and civil society groups submitted ideas.

The brief was simple: show how AI can advance inclusive growth, improve development, and protect the planet. These ideas will shape the agenda and the final declaration. This turned the consultation into capital and gave India a democratic edge no previous host has enjoyed. Here are five suggestions rooted in India’s digital experience. They are modest in cost but can be rich in credibility.

Pledges and report cards

First, measure what matters. India’s digital tools prove that technology can serve everyone. Aadhaar provides secure identity to more than a billion people. The Unified Payments Interface (UPI) moves money in seconds. The Summit in 2026 can borrow that spirit. Each delegation could announce one clear goal to achieve within 12 months. A company might cut its data centre electricity use. A university could offer a free AI course for rural girls. A government might translate essential health advice into local languages using AI. All pledges could be listed on a public website and tracked through a scoreboard a year later. Report cards are more interesting than press releases.

Second, bring the global South to the front row. Half of humanity was missing from the leaders’ photo session at the first summit. That must not happen again. As a leader of the Global South, India must endeavour to have as wide a participation as possible.

India should also push for an AI for Billions Fund, seeded by development banks and Gulf investors, which could pay for cloud credits, fellowships and local language datasets. India could launch a multilingual model challenge for say 50 underserved languages and award prizes before the closing dinner. The message is simple: talent is everywhere, and not just in California or Beijing.

Third, create a common safety check. Since the Bletchley Summit in 2023 (or the AI Safety Summit 2023), experts have urged red teaming and stress tests. Many national AI safety institutes have sprung up. But no shared checklist exists. India could endeavour to broker them into a Global AI Safety Collaborative which can share red team scripts, incident logs and stress tests on any model above an agreed compute line. Our own institute can post an open evaluation kit with code and datasets for bias robustness.

Fourth, offer a usable middle road on rules. The United States fears heavy regulation. Europe rolls out its AI Act. China trusts state control. Most nations want something in between. India can voice that balance. It can draft a voluntary frontier AI code of conduct. Base it on the Seoul pledge but add teeth. Publish external red team results within 90 days. Disclose compute once it crosses a line. Provide an accident hotline. Voluntary yet specific.

Fifth, avoid fragmentation. Splintered summits serve no one. The U.S. and China eye each other across the frontier AI race. New Delhi cannot erase that tension but can blunt it. The summit agenda must be broad, inclusive, and focused on global good.

The path for India

India cannot craft a global AI authority in one week and should not try. It can stitch together what exists and make a serious push to share AI capacity with the global majority. If India can turn participation into progress, it will not just be hosting a summit. It will reframe its identity on a cutting edge issue.

Syed Akbaruddin is a former Indian Permanent Representative to the United Nations and, currently, Dean, Kautilya School of Public Policy, Hyderabad



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Robot battles in Detroit feature advanced technology, artificial intelligence

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Robot battles in Detroit highlight advanced technology



Robot battles in Detroit highlight advanced technology

01:21

History was made on Saturday evening in Detroit, and it looked like science fiction.

“I don’t know where else you’d see something like this,” Shubham Tiwari said. “A bunch of robots destroying each other.”

Some of the world’s latest and most advanced robotic technology was seen on full display, and in full battle mode on Seven Mile Road in Detroit.  

“Awesome, awesome experience,” Johnny Washington Jr. said.

The Robo War is a new concept from the Interactive Combat League, where 9-foot-tall iron gladiators in a steel suit with AI technology battle against each other, with 30 different robots from around the country competing.

snapshot-2025-07-20t112020-458.jpg

Robots battle with each other in Detroit, Michigan, on July 19, 2025, as part of Robo War.

CBS News Detroit


The excitement doesn’t stop once attendees are in the arena. Robo War Announcer Jordan Scavone told us about the event while a knockout was happening right behind him.

“The Interactive Combat League is the ultimate … Oh my gosh! Sorry,” Scavone said when the knockout happened. “The Interactive Combat League is the ultimate hybrid of combat sports and video games.”

Saturday’s event featured Detroit taking on Atlanta and Los Angeles facing Phoenix, with both fights captivating the crowd and creating an experience that may just be the future of fighting. 

“I’ve seen professional wrestling, I’ve seen MMA, boxing, but never in my life have I seen 9-foot gladiators put them things together and get to 1-2 punch everybody,” Robo War Announcer DeSean Whipple said.

The next Robo War event is on Aug. 16.



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