Amazon and Alphabet Are Each Spending At Least $200 Billion on Data Centers This Year. Here’s Which Stock Outperforms Through 2028.

Amazon (NASDAQ: AMZN) and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) are two of the biggest spenders in the artificial intelligence (AI) race. This year, Alphabet plans to spend about $200 billion on data center capital expenditures. Not to be outdone, Amazon plans to spend about $220 billion. Those figures may be hard to fathom, but when you see the returns on investment that these two are generating from the data center infrastructure they’re building, it starts to make sense.

But which one of these makes the most sense from an investment standpoint? I think it’s Amazon, and the reason why may not be obvious to many investors.

Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »

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