Meta's AI Engine
This carefully selected group of stocks represents the companies building the backbone of AI's future. Our professional analysts have identified the key suppliers providing everything from advanced chips to power infrastructure that Meta needs for its massive AI data center expansion.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
NVIDIA Corporation
NVDA
Current price
$180.45
As the dominant provider of GPUs for AI, this company is a primary beneficiary of data center build-outs. Its hardware is the backbone of AI model tra...
As the dominant provider of GPUs for AI, this company is a primary beneficiary of data center build-outs. Its hardware is the backbone of AI model training and inference.
Advanced Micro Devices, Inc.
AMD
Current price
$177.51
A key competitor in the GPU and data center CPU market, this company offers alternative high-performance computing solutions essential for AI workload...
A key competitor in the GPU and data center CPU market, this company offers alternative high-performance computing solutions essential for AI workloads.
Super Micro Computer, Inc.
SMCI
Current price
$45.37
Specializing in high-performance, high-efficiency server technology, this company provides the foundational server and storage systems for AI data cen...
Specializing in high-performance, high-efficiency server technology, this company provides the foundational server and storage systems for AI data centers.
About This Group of Stocks
Our Expert Thinking
Meta's plan to invest hundreds of billions in AI infrastructure creates a major demand shock across the tech supply chain. The companies in this collection provide the essential components, from GPUs to power systems, needed to build and operate next-generation AI computing facilities.
What You Need to Know
This group offers exposure to the AI infrastructure boom without betting on a single technology. It includes semiconductor makers, networking specialists, server providers, and energy companies that all stand to benefit from the massive capital flowing into AI data centers.
Why These Stocks
These companies were specifically selected because they supply the critical "picks and shovels" needed for AI development. Rather than speculating on which AI models might win, these stocks represent the foundational hardware and infrastructure providers that power all advanced AI systems.
12 Month Growth Potential
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
in 12 months it could be worth:
+9.46%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 9.46% over the next year.
Stocks Rated Buy by Analysts
14 of 15 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Following the Money Flow
Meta's hundreds of billions in AI infrastructure spending has to go somewhere. These companies are first in line to capture this massive capital deployment as the AI race accelerates.
The Hidden Power Players
While everyone talks about AI models, these companies build the essential foundation that makes AI possible. Without their chips, servers, and power systems, the AI revolution simply couldn't happen.
Beyond Just Meta's Ambitions
Meta's push is forcing other tech giants to accelerate their own AI plans. This creates a multiplier effect where the suppliers in this group benefit from an industry-wide infrastructure arms race.
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