Oracle Stock And 2 AI Infrastructure Picks Worth A Closer Look

Google DeepMind’s decision to dismantle its AlphaFold team and pivot toward Gemini powered AI research has pushed investors to rethink where the real long term opportunities and risks might sit around this shift. Some stocks could benefit from fresh demand for AI driven science tools or infrastructure. Others may face tougher competition for talent or capital. This article walks through three stocks that appear closely exposed to the AlphaFold and Gemini news. You will see how each one connects to the theme so you can decide whether they deserve a closer look or a place on your watchlist.

GLOBALFOUNDRIES (GFS)

Overview: GLOBALFOUNDRIES is a pure play semiconductor foundry that manufactures chips like microprocessors, RF modems, microcontrollers and power management units for customers across mobile, automotive, communications and data center markets, as well as providing quantum technology solutions. The company also works with the U.S. Department of Energy’s Genesis Mission to apply AI and advanced computing to scientific research.

Operations: GLOBALFOUNDRIES generates all of its reported revenue from semiconductors, totaling about US$6.8b.

Market Cap: US$29.2b

GLOBALFOUNDRIES sits at the heart of the AI and quantum build out by supplying the specialty chips that power data centers, connected cars and secure communications, while also partnering with governments on quantum and AI programs that could support long term demand. The company has recently turned profitable, with earnings growth that analysts expect to outpace the broader US market, and it trades on a P/E that is below many US semiconductor peers. At the same time, investors need to weigh funding risk from a balance sheet heavily reliant on external borrowing, exposure to pricing pressure in smart mobile, and the fact that GLOBALFOUNDRIES is less present at the most advanced process nodes that power cutting edge AI training.

GLOBALFOUNDRIES sits at an unusual crossroads. A pure play foundry tied into AI, quantum and secure infrastructure, with a P/E below many peers, yet a balance sheet that leans on borrowing. To see how that mix of promise and pressure really stacks up, walk through the GLOBALFOUNDRIES financial health report

Rambus (RMBS)

Overview: Rambus supplies the high performance memory interface chips and security IP that help AI accelerators, data centers and advanced PCs move and protect data at very high speeds, selling DDR5 and DDR4 chipsets, high speed controller IP and cryptography solutions to memory makers, chip designers and large cloud customers worldwide.

Operations: Rambus generates all of its reported revenue from semiconductors, totaling about US$756.3m.

Market Cap: US$10.4b

Rambus is tightly linked to the AI build out because its DDR5 memory chipsets and high speed IP sit in the data paths that feed modern AI processors. Recent Q2 2026 results showed record quarterly revenue and earnings alongside large design wins for future AI chips. The company combines this exposure with high quality earnings, strong profit margins and a P/E below the US semiconductor average. This profile may interest investors looking for AI infrastructure without owning GPU stocks directly. On the other hand, the share price has been volatile, insiders have been selling, and Rambus relies on a concentrated set of DDR5 and related products. As a result, a slowdown in memory demand or a shift in architectures could matter more than expected.

Rambus sits at the center of AI memory and security, yet its volatile share price and focused product line leave key questions unanswered. Get the fuller picture through the 4 key rewards and 2 important warning signs

Oracle (ORCL)

Overview: Oracle provides cloud infrastructure, databases and business software that power core finance, HR, supply chain, healthcare and industry specific systems for governments and enterprises around the world, while increasingly weaving AI and machine learning into these services so customers can automate and analyze their operations.

Operations: Oracle generates most of its revenue from Cloud and software at about US$58.5b, with smaller contributions from Services of about US$5.7b and Hardware of about US$3.1b.

Market Cap: US$345.4b

Oracle now sits at the center of the AI infrastructure conversation, supplying the cloud capacity that trains frontier models like OpenAI’s and powering inference inside its own Fusion and industry applications. Investors are watching a mix of earnings growth, profit margins and a P/E that sits below many large software peers, while the company signs multi year AI and defense contracts that can support revenue visibility. The flip side is reliance on debt to fund data center build outs, questions about how quickly its AI backlog converts to cash, board independence concerns and a relatively new management team. That combination of AI exposure and balance sheet pressure can make Oracle a stock some investors may want to research in more detail.

Oracle’s AI contracts and its P/E ratio, which is below many large software peers, hint at a story that the market may not be fully pricing. Read the 4 key rewards and 3 important warning signs (1 is major!)

The three stocks covered here are only a starting point. The full AI and Machine Learning screener surfaces 44 more companies that mention artificial intelligence, machine learning or related themes and carry similarly compelling narratives. Use Simply Wall St to analyze those results, filter for the exact catalysts and storylines that matter to you, and identify the AI and automation stocks that best fit your highest conviction ideas.

Take Control of Your Investment Journey

If GLOBALFOUNDRIES or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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