Three Stocks Poised to Benefit from $1 Trillion in Capital Spending by 2027

Nvidia Forecasts $1 Trillion in Capital Expenditures for 2026

Nvidia (NASDAQ: NVDA) anticipates a staggering $1 trillion in capital expenditures aimed at data centers in 2026, with projections indicating an 81% revenue growth for fiscal year 2027 (ending January 2027). The overall market for data center spending is projected to reach $650 billion next year, contributing to unprecedented growth opportunities in the AI sector.

Broadcom (NASDAQ: AVGO) is also expected to benefit significantly, with forecasts predicting a 66% revenue increase in fiscal 2026 and 62% in fiscal 2027, driven by demand for custom AI chips, which could generate over $100 billion in revenue next year. Additionally, Sandisk (NASDAQ: SNDK) is predicted to achieve 336% revenue growth in the fourth quarter of fiscal 2026 and 122% for fiscal year 2027, fueled by an ongoing shortage of solid-state drives (SSDs) essential for data centers.