AI Spending Boom Poises Three Chip Stocks for Major Gains

A surge in 2026 AI-related spending by hyperscalers is accelerating data-center capex, with Amazon, Alphabet, and Meta guiding over $500 billion in planned spend. Nvidia, Broadcom, and Taiwan Semiconductor stand to benefit the most since chips can account for about half of data-center costs; analysts expect strong revenue growth for all three (Nvidia ~64% in 2027, Broadcom ~51% in 2026, TSM ~34%), and Nvidia even projects global data-center capex topping $3–4 trillion annually by 2030. The buildout is just beginning, making these three stocks attractive picks amid the AI infrastructure boom.