3 AI Infrastructure Stocks Poised to Outperform the Magnificent Seven

3 AI Infrastructure Stocks That Could Outrun the Magnificent Seven Over the Next Decade

The Magnificent Seven pushed indexes higher as investors chased AI growth. That story isn't over, but it's broadening. As AI spend scales into the trillions by the early 2030s, companies that build, connect, and run the compute behind AI stand to capture outsized gains. Here are three names with the momentum, customers, and capacity to potentially outpace the giants over the long haul.

If you want a deeper view of AI's economic potential, this analysis on generative AI's impact is a useful reference.

1) Oracle

Oracle pivoted from a database-first identity to a cloud infrastructure engine-and it's working. AI customers are lining up for training and inferencing capacity, pushing infrastructure revenue up 55% in the recent quarter. Management expects about $18 billion in infrastructure revenue this year and projects a path to roughly $144 billion four years out.

The market took notice. Shares jumped about 35% in one session, adding more than $200 billion in value after the outlook. The draw: pairing Oracle's database strengths with AI in a way that lets enterprises deploy securely and at scale. If demand holds, revenue and operating leverage can re-rate the stock over multiple years.

• What to watch: Signed capacity, backlog growth, GPU supply commitments, and margin expansion in cloud infrastructure.

2) CoreWeave

CoreWeave built its cloud specifically for AI workloads and works closely with Nvidia. It has been first to make Nvidia's latest platforms broadly available, a key advantage as customers race to secure GPUs. Nvidia also owns a sizable stake-CoreWeave represents 91% of Nvidia's investment portfolio as of the second quarter.

Customers can rent GPUs by the hour or for longer terms, which fits spiky training demand and steady inferencing needs. Revenue tripled to more than $1.2 billion in the latest quarter, pointing to strong product-market fit. While CoreWeave is still private, its growth trajectory and supplier ties could set it up to outperform many well-known names once public access is possible.

• What to watch: Access to next-gen Nvidia platforms, multi-year contracts, network throughput, and any IPO or secondary opportunities. For indirect exposure today, assess vendors and partners connected to CoreWeave's buildout.

3) Broadcom

Broadcom sits at the heart of AI compute and networking. Demand for customized chips and high-performance networking pushed AI revenue up 63% year over year to $5.2 billion last quarter, with guidance for $6.2 billion next quarter. The company is already building custom silicon for three major customers and disclosed a new $10 billion order, which reports suggest may be tied to OpenAI.

As model sizes and clusters grow, fast and reliable data movement becomes the constraint. Broadcom's networking stack helps customers connect more nodes and move more data with less bottleneck risk. With AI infrastructure still early, Broadcom's mix of custom silicon and networking gives it multiple ways to win.

• What to watch: Custom chip wins, AI-specific backlog, switch/optics demand, and gross margin trends as AI revenue mix rises.

How to position

Favor companies with secured GPU supply, clear line of sight to multi-year contracts, and proven delivery at scale. Track backlog, booked capacity, and networking throughput-not just headline revenue growth. For private names like CoreWeave, consider exposure through partners, suppliers, or future offerings.

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