3 AI Stocks Poised for Explosive Growth as Enterprise Spending Accelerates in 2026
01/11/2026 01:34 PM • As enterprise AI spending accelerates in 2026, three semiconductor companies are positioned for explosive growth. Nvidia maintains its leadership in GPU technology with its new Rubin platform and expects 50% revenue growth. AMD is gaining market share as Nvidia faces supply constraints, with its data center division expected to grow at 60% CAGR. Broadcom is taking a different approach by designing custom AI chips (ASICs) for hyperscalers, expecting 100% growth in AI semiconductor revenue next quarter.
NVDA - Maintains market leadership with best-in-class GPU technology, full-stack components, and controlling software. Recently unveiled Rubin platform for next-generation AI. Expected 50% revenue growth for fiscal 2027 despite massive $4.5T market cap. Positioned to benefit from projected $3-4T annual data center capex by 2030.