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News  ›  The Motley Fool

3 AI Stocks Poised for Explosive Growth as Enterprise Spending Accelerates in 2026

The Motley Fool Logo The Motley Fool By Keithen Drury
3 AI Stocks Poised for Explosive Growth as Enterprise Spending Accelerates in 2026

As enterprise AI spending accelerates in 2026, three semiconductor companies are positioned for explosive growth. Nvidia maintains its leadership in GPU technology with its new Rubin platform and expects 50% revenue growth. AMD is gaining market share as Nvidia faces supply constraints, with its data center division expected to grow at 60% CAGR. Broadcom is taking a different approach by designing custom AI chips (ASICs) for hyperscalers, expecting 100% growth in AI semiconductor revenue next quarter.

Insights
JPMpJ   neutral

Mentioned as launching tokenization initiatives without specific details about success or scale


NVDA   positive

Maintains market leadership with best-in-class GPU technology, full-stack components, and controlling software. Recently unveiled Rubin platform for next-generation AI. Expected 50% revenue growth for fiscal 2027 despite massive $4.5T market cap. Positioned to benefit from projected $3-4T annual data center capex by 2030.