AI Infrastructure Stocks Nvidia, Broadcom, and Vertiv Poised to Outperform Chatbot Plays

Industry
โดย Motley Fool·Read original
Summary · why it matters

The real wealth creation in artificial intelligence will come from infrastructure providers rather than chatbot applications, according to a Motley Fool analysis highlighting Nvidia, Broadcom, and Vertiv as top picks. Nvidia is set to ship its next-generation Vera Rubin platform by year-end, with CEO Jensen Huang projecting $1 trillion in total orders for Blackwell and Vera Rubin across 2026 and 2027, while analysts forecast revenue climbing from $253.5 billion over the past twelve months to $551.7 billion next fiscal year. Broadcom is emerging as a leader in custom AI inference chips, reporting a 143% year-over-year jump in AI semiconductor revenue to $10.8 billion in its fiscal second quarter, and CEO Hock Tan expects over $100 billion in AI semiconductor revenue in 2027. Vertiv, which supplies power and cooling infrastructure for data centers, saw organic sales in the Americas surge 44% to $1.8 billion with expanding margins, though its valuation at 49 times 2026 earnings estimates may give some investors pause.

Impact on stocks 3

Artificial Intelligence▲ · 3 stocks
Broadcom Inc
AVGO
▲ PositiveDemandrelevance

Broadcom's custom AI inference chips saw 143% YoY revenue jump to $10.8B, with CEO projecting over $100B in AI semiconductor revenue by 2027.

NVIDIA Corporation
NVDA
▲ PositiveDemandrelevance

Nvidia's next-gen Vera Rubin platform shipping by year-end, with CEO projecting $1 trillion in total orders for Blackwell and Vera Rubin across 2026-2027.

Vertiv Holdings Co
VRT
▲ PositiveDemandrelevance

Vertiv's organic sales in Americas surged 44% to $1.8B, driven by data center power and cooling demand.

Theme Impact 7

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