Neocloud companies providing dedicated AI data centers are in hot demand right now, which is great news for this company.

AI data-center spending is exploding -- and these two winners still offer long-term upside.

In late 2022, Wall Street noticed that the first iteration of OpenAI's AI chatbot, ChatGPT, was trained and powered by thousands of Nvidia's (NASDAQ: NVDA) data center graphics processing units (GPUs) ...