When it comes to investing in AI, one most naturally thinks of Nvidia, the uncontested chip powerhouse driving today’s AI sector. But clever investors understand that the real winners are usually not looking for the gold, rather they look for the providers of such an infrastructure.
That is why Nebius and Oracle are the real standouts. Nebius is a feisty startup who is constructing the AI infrastructure from scratch, while Oracle on the other hand has remade itself from a dull database firm into a modern-day AI behemoth. Both represent a low profile, along with long-term opportunities that can turn firm believers into big winners.
Nebius is all about rapid expansion and ambitious wagers. The company is growing faster than anyone predicted, along with signing billion-dollar deals and piling into infrastructure capacity to serve the AI demand. It seems to be the next generation AI infrastructure company that is still underpriced as compared to other competitors. However, its debt-fueled growth and ongoing GAAP losses are making it risky, one misstep can disrupt its momentum.
Oracle is the other side of the AI playbook. Rather than running after hype, it used decades of enterprise ties and converted its rivals into allies via its multicloud strategy. Oracle’s enormous backlog of agreements and multibillion-dollar AI deals can be seen as evidence that it has endurance. That said, Oracle’s AI growth story rests on the AI boom extending at its current rate, and any break could put a strain on its ambitious investment strategies.
Both firms paint different roads for surfing the AI wave. Nebius and Oracle can be vastly different in size, style, and strategy, but collectively they stand as two of the desperate hard workers of this AI gold rush. For investors seeking beyond Nvidia and the obvious firms, these two names indicate why the best money at times runs to the builders in the background.
