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News  ›  The Motley Fool

Is the AI Supercycle Really Just Beginning?

The Motley Fool Logo The Motley Fool By Dan Caplinger
Is the AI Supercycle Really Just Beginning?

The article argues that the AI supercycle is still in its early stages despite strong 2025 performance from major tech companies. While companies like Alphabet and Nvidia saw significant gains, the real opportunities may lie with lesser-known suppliers and infrastructure providers supporting AI development. With AI spending projected to exceed $2 trillion in 2026 and major data center projects coming online, companies providing power, cooling, connectivity, and hardware could be the long-term winners, similar to how infrastructure suppliers benefited from the internet boom.

Insights
BULLW   neutral

Down over 25% in past month, RSI of 24.06 suggests potential price correction


GOOG   positive

Strong 2025 performance with 59% gain and nearly $1.5 trillion added to market cap; positioned as a major AI developer and implementer