www.fool.com
2026-05-15
The Motley Fool
The artificial intelligence (AI) infrastructure build-out remains one of the biggest growth drivers the stock market has ever seen. However, the AI market is shifting in a way that could lead to new leaders emerging. The first phase of AI was all about training foundational large language models (LLMs), while the importance ofinferenceand AI agents is dominating the second phase.Nvidia(NVDA1.38%)w