**Key Insights on AI Investment Trends**
**Who:** Thomas Yeung, Market Analyst at InvestorPlace.
**What:** In a recent issue of *Smart Money*, Yeung discusses the current trends in AI investment, warning against heavily investing in AI data centers. He highlights the potential pitfalls of relying on infrastructure-heavy companies like Oracle and emphasizes the emerging winners in the AI sector: companies that integrate AI into their operations.
**When:** The discussion is relevant as of October 2023, with insights on ongoing contracts and historical data from the late 1990s internet boom.
**Where:** The analysis encompasses various cities’ practices on parking space claims and ranges across companies in the tech sector, notably Oracle and Nvidia.
**Key Data:** Oracle signed a $300 billion deal with OpenAI between 2027 and 2032, which may lead to a $225 billion investment for a projected $300 billion revenue; however, the deal carries substantial risk, echoing issues from the dot-com era.
