Nvidia accelerates its bet on artificial intelligence: after investing $5 billion in Intel last week, it now plans to allocate nearly $100 billion to OpenAI. This strategic alliance aims to deploy 10 gigawatts of cutting-edge AI infrastructure to enhance the development of ChatGPT and other advanced applications. This move not only solidifies Nvidia as a leader in the sector but also opens opportunities for other key players in the AI value chain. According to WarrenAI, the investment assistant from Investing.com, two companies stand out as "silent winners" amid the imminent expansion of digital infrastructure: **Equinix (NASDAQ: EQIX) and Digital Realty Trust (NYSE: DLR)** Both companies are global leaders in data centers, a segment that will directly benefit from the increased demand for space, energy, and connectivity resulting from the massive deployment of Nvidia systems. WarrenAI highlights that investing in these stocks is betting on the physical core of the digital revolution, as they are well-positioned to capitalize on the AI boom. **Equinix:** - Plans to invest between $20 billion and $25 billion by 2029, with AI inference as a growth driver starting in 2027. - Projects a three-year compound annual growth rate (CAGR) of 26.9% for EPS and 7.6% for revenue. - Offers a dividend of 1.8% and expects to double its capacity by 2029. **Digital Realty Trust:** - Estimates a three-year CAGR of 33.3% for EPS and 10.5% for revenue. - Has a record backlog and upward revisions in its funds from operations (FFO) projections. - Its dividend reaches 2.8%, with projected AFFO growth in the mid to high single digits. **Other stocks to watch** WarrenAI's analysis also highlights chip manufacturers and essential components for AI. AMD and Broadcom emerge as Nvidia's main competitors in hardware, while Micron and Super Micro Computer could benefit from the growing demand for memory and specialized servers. The rise of AI also drives the need for cloud services, storage, and processing, favoring giants like Microsoft, Oracle, and Amazon, who are already collaborating with OpenAI and Nvidia: - **Microsoft:** Azure is a key partner of OpenAI; Nvidia's integration could boost its cloud revenues. - **Oracle and Amazon:** Both companies have agreements for AI infrastructure and could secure more contracts as the project grows. Nvidia's mega-investment in OpenAI not only reinforces its leadership but also energizes the entire AI supply chain, anticipating movements in stocks related to data centers, semiconductors, and cloud providers before new contracts are finalized. Would you like to delve deeper into the impact of this transaction and try WarrenAI? Click here for 10 free consultations. To access key metrics and exclusive analysis, subscribe to InvestingPro with a special discount here.