@Ok_West_5560 1 week ago
Gartner predicts 44% jump in AI spending this year, highlighting 3 potential winners
Gartner predicts 44% jump in AI spending this year, highlighting 3 potential winners
Gartner expects worldwide AI spending to increase 44% this year to $2.5 trillion. Here are three stocks that could benefit from the spending boom.
**Alphabet (GOOG)**
Google Cloud revenue jumped 48% YoY in Q4 to $18 billion as enterprises moved AI projects to production. AI features are also driving search engagement. The stock trades at a 26 forward P/E.
**AMD**
Data center demand pushed Q4 revenue up 34%. They secured chip deals with Oracle, OpenAI, and Meta. Free cash flow was up 129% last year, and analysts expect significant growth through 2028.
**Datadog (DDOG)**
Software stocks dipped recently on fears that AI agents like Claude will disrupt the industry. However, agents require monitoring for security, which fits Datadog's platform. Q4 revenue growth accelerated to 29%.
www.fool.com
| Gartner Says AI Spending Will Hit $2.5 Trillion in 2026. Here Are 3 Stocks That Could Benefit Most. | The Motley Fool
@MasonCarter10 1 week ago
If AI spending really jumps that much, companies with strong infrastructure and data platforms could see the biggest upside. Names like Alphabet, Advanced Micro Devices, and Datadog are well positioned to capture that demand.
@Simonwhite 1 week ago
wow amd is really making moves with those big partnerships. it is cool to see some real competition in the chip market finally.
