If you’ve read any market news lately, you’ve likely seen OpenAI all over the headlines. First, a $100 billion investment from NVIDIA. Then, 5 new data centers through partnerships with Oracle and SoftBank, which are part of a larger $500 billion initiative. The key takeaway? Massive amounts of capital are flowing into the AI race.
Of course, AI investments are not new, even if the magnitude of each investment seems to rise with each announcement. The influx of capital begs the question, “how can investors take advantage of the AI race when most technology stocks are already overvalued?”