Actions The 5 AI Infrastructure Stocks Powering the Next Leg of the AI Buildout
Follow Luke on X Earlier this month, in the Synod Hall at the Vatican, Pope Leo XIV did something no pope has ever done. He stood at a dais beside Anthropic’s Christopher Olah and personally presented an encyclical on AI… He titled it Magnifica Humanitas. This coincided with the 135th anniversary of Rerum Novarum, the 1891 encyclical that took on the robber barons of the Industrial Revolution. That was no coincidence… the symbolism was deliberate. In 1891, Leo XIII took on the steel and railroad titans of his age. This month, Leo XIV is taking on the tech moguls of ours. His charge was simple: The men building artificial intelligence have wrapped themselves in the vestments of priests… hoodies and sneakers in place of cassocks, TED talks in place of sermons, a “mission to change the world” lifted straight out of the Gospel… and have appointed themselves the architects of a new era for humanity. The Pope’s response was that they have built recklessly, with no moral compass, in service of what he calls a “culture of power.” A few hours after the encyclical dropped, a Silicon Valley venture capitalist tweeted, “Bad take from the Pope.” That exchange, in miniature, tells you everything about the moment we’re living through. The AI buildout is now large enough, fast enough, and consequential enough that it has summoned the Vatican into the conversation. Trillions of dollars are being routed into compute, chips, satellites, and data centers… and almost none of it is slowing down for a theological debate. Which leaves investors with a very different question than the one the Pope is asking. He wants to know where we’re going. We need to know who’s building the road… The timing is everything here. The Gold Rush, for example, made fortunes for those who got in early. Those who showed up late were left holding the bag. And the AI rush is shifting beneath our feet right now. The first wave was about training. The next wave is about inferencing, orchestration, and the strange new geography of compute itself, including data centers in space. If you’re still pricing these stocks like the old cycle, you’re going to miss the new one. And the names winning this leg aren’t the obvious ones. To get a sense of who’s building the road to the AI Boom, let’s run through five of the top AI infrastructure stocks. Just click the video below to watch this week’s episode of Being Exponential, where I break this all down:
https://investorplace.com/hypergrowthinvesting/2026/05/the-5-ai-infrastructure-stocks-powering-the-next-leg-of-the-ai-buildout/
