These three players are well positioned to benefit amid the AI spending boom.

The artificial intelligence (AI) revolution is going strong, meaning that even though AI stocks have soared in recent years, it's not too late to get in on this exciting theme. AI has the potential to streamline processes and boost efficiency at companies -- and usher in new game-changing innovations. All of this may significantly lift corporate earnings over time, and investors are eager to bet on the potential winners.

These days, the focus is on the infrastructure buildout. Companies and countries are rushing to impose their AI presence by constructing and expanding data centers -- in fact, Jensen Huang, chief of AI chip giant Nvidia , predicts AI infrastructure spending may surpass $4 trillion by the end

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