Motley Fool: AI Supply Chain Shortage Will Create 2 New Trillion-Dollar Companies by 2030

The Motley Fool·medium signal

Published today (April 19), The Motley Fool identifies AMD and Oracle as the two companies most likely to reach $1T market cap by 2030 due to AI infrastructure demand. AMD (current ~$450B) struck deals with OpenAI and Meta for a combined 12GW of GPUs; Oracle is aggressively adding data center capacity as Goldman Sachs estimates US data center power demand will exceed supply by 10GW annually through 2028. The thesis: the bottleneck has shifted from AI models to AI infrastructure, and the shortage is creating structural winners.