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5 Best Data Center Stocks to Buy for the Long Term

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In this article, we will look at the 5 Best Data Center Stocks to Buy for the Long Term. Please visit 10 Best Data Center Stocks to Buy for the Long Term if you’d like to see an extended list and methodology behind it.

5. Advanced Micro Devices Inc. (NASDAQ:AMD)

Market Cap:$453.66 billion

Number of Hedge Fund Holders: 132

Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the best data center stocks to buy for the long term. The stock registered 218.01% growth in the past year and a more modest 24.52% year-to-date increase. On April 16, AMD’s stock price posted a 7.80 percent spike as the company announced plans to deepen collaboration with the French government in support of France’s National Strategy for AI.

The multi-year collaboration aims to strengthen France’s AI ecosystem through infrastructure, research, and education. To help expand AI expertise and enable diversity and resilience across the French AI ecosystem, AMD plans to provide researchers, developers, and startups with hardware, software, and training through its AMD University Program, AMD AI Developer Program, and AMD AI Academy.

To support the adoption of AI by consumers and businesses, AMD recently launched an expanded Ryzen AI portfolio with the launch of the AMD Ryzen AI 400 Series and Ryzen AI PRO 400 Series desktop processors.

AMD said the new processors deliver powerful on-device AI acceleration and next-generation performance, which enable users to run AI applications and LLMs locally as well as tackle compute-intensive applications, including those for design and engineering, with ease.

In February, AMD said it forged a 6-gigawatt agreement with Meta to power the latter’s next generation of AI infrastructure across multiple generations of AMD Instinct GPUs.

The agreement expands on the companies’ existing strategic partnership and aligns roadmaps across silicon, systems, and software to deliver AI platforms purpose-built for Meta’s workloads.

AMD said the first deployment will use a custom AMD Instinct GPU based on the MI450 architecture to deliver AI platforms that are optimized for Meta’s workloads at gigawatt-scale, adding that shipments supporting the first gigawatt deployment are scheduled to begin in the second half of 2026.

AMD chair and CEO Dr. Lisa Su said the company is proud to expand its strategic partnership with Meta as they push the boundaries of AI at unprecedented scale. In a statement, she said:

“This multi-year, multi-generation collaboration across Instinct GPUs, EPYC CPUs and rack-scale AI systems aligns our roadmaps to deliver high-performance, energy-efficient infrastructure optimized for Meta’s workloads, accelerating one of the industry’s largest AI deployments and placing AMD at the center of the global AI buildout.”

In the same month, AMD announced a multi-year strategic partnership with Nutanix to develop an open, full-stack AI infrastructure platform designed to power agentic AI applications everywhere.

As part of the agreement, AMD said it will make a strategic investment of $150 million in Nutanix common stock at a purchase price of $36.26 per share, and fund up to $100 million for Nutanix to support joint engineering initiatives and go-to-market collaboration to accelerate the adoption of AMD and the Nutanix-powered agentic AI platform, everywhere.

Advanced Micro Devices Inc. (NASDAQ:AMD) is a leading semiconductor company specializing in high-performance computing and graphics solutions. Its broad product portfolio includes microprocessors, graphics processors, and system-on-chip (SoC) solutions designed for data centers, gaming, and embedded systems.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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