AI infrastructure just sent up a flare. SpaceX committing up to $40b of callable debt to buy Nvidia GPUs, while warning that funding has “almost entirely” dried up for less established data center players, puts a spotlight on which giants can still attract capital and build at scale. That gap matters for investors who do not want to be on the wrong side of this divide. This article unpacks three large, financially solid stocks exposed to this AI and cloud build out, and explains why the...