The world’s best AI hardware maker – Nvidia (NVDA) – and the world’s best AI software developer – OpenAI – announced the single biggest deal in the history of artificial intelligence. In our view, it looks an awful lot like the Manhattan Project of AI… and it signals that the red-hot AI stock market rally still has plenty of runway left.
So, we’ll explain why this partnership represents the biggest technology buildout in history.
We’ll break down the even bigger $2 trillion investment wave pouring into AI infrastructure.
And we’ll reveal the eight companies best positioned to capture this tidal wave of spending.
This post originally appeared at InvestorPlace.