Global spending on artificial intelligence (AI) is projected to reach $2.5 trillion by 2026, a 44% increase from 2025, according to Gartner. Major U.S. tech companies like Microsoft, Alphabet, and Meta Platforms are leading advancements in AI, supported by chipmakers such as NVIDIA and Micron Technology.
AI models are evolving with significant investments in large language models. For example, Microsoft-backed OpenAI has launched GPT-5, enhancing natural language capabilities, while Alphabet’s new Nano Banana Pro is built on Gemini 3 Pro. This growth in AI applications is driving ad revenue and engagement across platforms.
Highlighted AI-related stocks include Micron Technology, which accounts for over 79% of its Q1 2026 sales from DRAM revenue, and NVIDIA, expecting a 77% year-over-year revenue increase to $78 billion in Q1 2027 driven by AI demand.
