Key Points
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Nvidia remains a top player in AI infrastructure.
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CoreWeave’s neocloud services have rapidly expanded.
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Broadcom’s custom AI chip sales are projected to soar.
The U.S. inflation rate reached 4.2% in May, the highest since 2020 and significantly above the Federal Reserve’s 2% target. This rise may prompt the Fed to reconsider interest rates, potentially steering investors towards conservative options over high-growth AI stocks.
Analysts expect Nvidia’s revenue and EPS to grow at 46% CAGR from fiscal 2026 to 2029, while Broadcom anticipates its AI chip sales will surpass $100 billion by fiscal 2027. CoreWeave’s revenue is projected to expand at a 99% CAGR from 2025 to 2028, after recent growth from 3 to 49 data centers.
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