CoreWeave and Oracle are both poised to benefit from the rising demand for artificial intelligence (AI) infrastructure, with CoreWeave showing rapid growth and an expanding contract with OpenAI, while Oracle’s cloud backlog and infrastructure growth indicate a surge in AI workloads. However, both stocks come with caution due to valuations and concentration risks. CoreWeave’s revenue in Q2 of 2025 jumped to $1.21 billion, with a backlog of $30.1 billion and a contract with OpenAI worth up to $6.5 billion. Oracle’s Q1 of fiscal 2026 saw total revenue increase to $14.9 billion, with cloud revenue at $7.2 billion and a remaining performance obligations (RPO) of $455 billion. Despite the potential benefits, investors should be mindful of the risks involved in these investments.

Read more at Nasdaq: AI Spending Looks Poised to Soar. Here Are 2 Stocks That Could Benefit.