Space Exploration Technologies (NASDAQ: SPCX) just upped the ante in the artificial intelligence (AI) infrastructure race, planning to increase its computing capacity by about 10 gigawatts next year, with a moonshot goal of boosting it by 20 gigawatts. That's a huge amount of spending, with Nvidia (NASDAQ: NVDA), SK Hynix (NASDAQ: SKHY), Vertiv (NYSE: VRT), Amphenol (NYSE: APH), and Taiwan Semiconductor Manufacturing (NYSE: TSM) among the biggest beneficiaries. Let's look at how each of these artificial intelligence stocks could benefit. Image source: Getty Images.
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