According to a Motley Fool article, AI stocks have faced pressure this summer amid fears of a slowdown in AI infrastructure spending, though most trade at reasonable valuations. Hyperscalers are investing heavily in AI data centers, and selling pressure arose when Meta Platforms revealed it could launch a cloud computing offering with extra capacity, sparking fears of excess capacity. Meta CEO Mark Zuckerberg assured that computing demand is so strong that providing power to third parties can be more attractive than internal projects. Taiwan Semiconductor Manufacturing CEO C.C. Wei upped its 2026 capital expenditures to between $52 billion and $56 billion to support AI chip growth, a decision backed by due diligence with customers and their clients. Citigroup analysts expect AI data center capex to grow by another 40% to 50% next year, bringing it to around $1.5 trillion, supported by AI agent adoption, token growth, and supply constraints. A Motley Fool survey found that 90% of investors polled planned to hold or buy more AI stocks this year, while only 7% planned to decrease exposure.