AI Investment Outlook for 2026
As 2026 approaches, analysts predict robust performance for AI hardware companies, with global data center capital expenditures anticipated to rise to between $3 trillion and $4 trillion by 2030. Nvidia (NASDAQ: NVDA), well-known for its GPUs, remains a key player in AI infrastructure, supported by strong demand from hyperscalers. Meanwhile, AMD (NASDAQ: AMD) forecasts a compound annual growth rate of over 60% for its data center revenues in the next three to five years.
Cloud computing firms are also expected to face demand outstripping supply, especially Amazon’s AWS (NASDAQ: AMZN) as it grows in adoption for AI workflows. Smaller companies like Nebius (NASDAQ: NBIS) foresee substantial growth, aiming to increase annualized revenue from $551 million in Q3 2025 to $7 billion to $9 billion by the end of 2026, highlighting the potential high returns in AI investments.
