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Prediction: The Historic Artificial Intelligence (AI) Infrastructure Build-Out Will Make This Stock a Multibagger

Applied Digital's growth is accelerating due to rising demand for its dedicated AI data centers.

Prediction: The Historic Artificial Intelligence (AI) Infrastructure Build-Out Will Make This Stock a Multibagger

Published August 1, 2026 · Category: Finance

Overview

Artificial intelligence (AI) stocks may have fallen out of favor over the past month for various reasons. However, the financial performance of companies involved in the build-out of AI data center infrastructure makes it increasingly clear that now is the time to capitalize on the pullback in AI stocks.

Goldman Sachs estimates that a whopping $7.6 trillion could be spent on AI data centers, computing hardware, and electricity between 2026 and 2031 in a base-case scenario. This historic infrastructure build-out can be attributed to AI's productivity gains. Anthropic, for instance, notes that using its Claude AI model could reduce the time taken to complete a task by 80%.

Details

The pure-play AI company also points out that AI could increase labor productivity in the U.S. by 1.8% annually over the next decade. That's double the growth rate seen since 2019. These potential productivity gains explain why trillions of dollars will be spent on building AI infrastructure. Applied Digital (NASDAQ: APLD) is one of the best ways to capitalize on this lucrative market.

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Source

Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.