2 AI Stocks that Might Soar

Big Tech’s Major AI Infrastructure Spending Plans

While Wall Street buzzes about the AI bubble, it’s hard to overlook the hefty spending commitments from major tech players on global AI infrastructure. Companies like Amazon, Alphabet, Microsoft, and Meta Platforms are projected to invest around $650 billion in AI infrastructure by 2026. That’s about a 60% increase from last year.

A significant chunk of this funding is already committed, thanks to data center permits, power agreements, and supply contracts. This positions core AI infrastructure companies like Nvidia and Broadcom to benefit from an uptick in short-term demand.

This could mean a significant rise in stock prices for these firms over the next few years.

Jensen Huang, the CEO of Nvidia, has referred to AI as “the greatest infrastructure build in human history.” The company anticipates global spending on AI infrastructure could hit between $3 trillion and $4 trillion by the end of 2030. With a comprehensive AI platform that covers hardware, software, and enterprise solutions, Nvidia seems well-prepared for what’s to come.

By 2026, Nvidia’s Blackwell B200 systems are expected to gain traction among hyperscalers, promising up to 30 times better performance for real-time model deployment compared to the existing H100 chips. They’re also venturing into offering complete rack-scale solutions, such as the GB200 NVL72 “AI Factory” system, which combines CPUs, GPUs, and networking components to create an integrated AI server. This could enhance average selling prices and profit margins.

Nvidia has also rolled out the Vera Rubin system, a six-chip platform aimed at surpassing Blackwell in performance and energy efficiency for complex AI tasks. Currently in full production, these systems are expected to launch in late 2026. The company projects cumulative revenue from its Blackwell and Rubin systems will surpass $500 billion between 2025 and 2026.

With all these favorable factors, Nvidia’s stock might just soar in the next few years.

Broadcom is also set to gain from the rise in enterprise spending and hyperscale requirements for custom chips and rapid networking technologies for AI data centers. Research from Counterpoint shows that hyperscalers are increasingly adopting custom AI server chips to meet specialized AI training and deployment needs. Broadcom is projected to command nearly 60% of this market by 2027.

As adoption accelerates, Broadcom has already amassed a multi-year backlog, finishing fiscal year 2025 with a total order backlog of $162 billion, which includes $73 billion earmarked for custom AI chips in the next 18 months. Their networking switches are in high demand too, with a backlog exceeding $10 billion as of late 2025.

Broadcom’s AI-related revenue spiked by 65% year-over-year to reach $20 billion, bolstered by strong demand for custom chips and optical interconnects. If their backlog converts as anticipated, growth could accelerate even further, especially with potential for acquiring new long-term clients.

This positions Broadcom for exceptional growth, even as valuations strengthen.

Before diving into Nvidia investments, there are a few points to consider.

The Motley Fool’s analyst team has spotlighted ten stocks they believe are currently more promising, even leaving out Nvidia. These stocks are viewed as having hefty return potential over the next few years.

Notably, this analysis came out back in December 2004, showing that an investment of $1,000 at the time would have grown significantly, with Netflix reaching $409,108 and Nvidia achieving over a million dollars by a similar early investment.