Dell'Oro Group forecasts data center spending to reach $1 trillion by 2029, representing a compound annual growth rate of 21%. As the dominant supplier of chips for data centers, this should fuel more returns for Nvidia investors.

Editors' Picks for Companies That Are Likely to Be in the Spotlight This Month Stocks hit a rough patch in February as the AI rally's momentum waned and Wall Street grew antsier about an increasingly uncertain economic outlook.

Stocks have taken a beating so far in 2025, but certain AI stocks have exhibited exceptional momentum despite the odds. Learn more about my top picks for March.

As winter starts to wrap up and we head into March, one thing is clear: Artificial intelligence (AI) investing will still be a major theme in 2025. As a result, investors need to ensure their portfolios are properly positioned to take advantage of this massive investment trend.