Big tech companies are expected to spend trillions on AI infrastructure projects for the rest of the decade, and smaller stocks will be among the biggest beneficiaries.

While Big Tech deals draw eyeballs, opportunities lie in those flying under the radar but supporting the AI supply chain.

Big tech companies are expected to spend trillions on AI infrastructure projects for the rest of the decade, and smaller stocks will be among the biggest beneficiaries.

CNBC's Paulina Likos and Zev Fima break down big tech's massive artificial intelligence spending spree