AI Investment Trends and Stock Picks for 2026
As AI infrastructure continues to expand rapidly, leading cloud infrastructure companies are set to thrive alongside companies focused on AI technology. Hyperscalers are projected to increase their capital expenditures significantly in 2026, with plans to spend up to $3 to $4 trillion by 2030 on data centers and GPUs, primarily supplied by leaders like Nvidia.
In addition to Nvidia, other key players such as AMD and Broadcom are also expected to see substantial growth. AMD’s data center revenue is projected to grow at a 60% compound annual growth rate, while Broadcom’s AI semiconductor revenue surged by 74% year-over-year in Q4 2025 and is expected to further accelerate. Overall, as major technology firms ramp up their AI investments, stocks like Alphabet, Amazon, and MercadoLibre are being highlighted as potential strong performers for 2026.
