Alphabet Says Its AI Spending Will Keep Rising. 2 Data Center Stocks to Buy and Hold Through 2030.

Alphabet plans to significantly increase its AI infrastructure spending in 2027, building on its $51.4 billion Q3 2026 capital expenditure. The article recommends two data center suppliers—Nvidia and Vertiv—as long-term holds through 2030, despite both trading below recent highs. Nvidia trades at a lower valuation multiple (14x forward earnings) compared to Vertiv (26x), making it the more attractive entry point for new investors.