The Motley Fool·2025-11-16 09:15Core Insights - The article emphasizes the significant potential of artificial intelligence (AI) in driving long-term operating efficiencies, with Morgan Stanley projecting a $40 trillion impact over the next 20 years [1]. Investment Opportunities - Investors can capitalize on AI growth by focusing on companies providing cloud infrastructure for AI training and those deploying AI-powered services to a large customer base [2]. Company Analysis: Oracle - Oracle is highlighted as a leading player in cloud infrastructure, particularly in database services, which are essential for businesses leveraging AI [3]. - The company has a competitive edge due to its multicloud capabilities, with multicloud revenue increasing over 1,500% last quarter and autonomous database revenue growing by 43% year-over-year [4]. - Oracle's growth is supported by a robust backlog, with projected revenue increasing from $57 billion in fiscal 2025 to $223 billion by fiscal 2030, reflecting a compound annual growth rate of 31% [7]. - The company is expected to deliver market-beating returns over the next five years due to its leadership in cloud database services and growth prospects [8]. Company Analysis: Meta Platforms - Meta Platforms, known for its extensive user base of over 3.5 billion across its apps, is reinvesting profits into AI development, aiming for personalized superintelligence [9]. - The company owns 27 data center locations globally, which positions it well for long-term growth and enhances its AI capabilities [11]. - Meta's capital expenditures reached $62 billion last year, with expectations for further increases, supported by a high return on invested capital of 25% [12]. - The company is experiencing improvements in its AI recommendation engine, leading to increased user engagement and ad revenue growth, which will further fund AI investments [13]. - Analysts project Meta's free cash flow to nearly double by 2030 to $97 billion, potentially doubling the stock's value [14].