2隻有機會「垂直起飛」的AI股票
Top line
Nvidia and Broadcom are poised for significant stock growth driven by massive, secured AI infrastructure spending from major tech companies and their advanced product roadmaps.
Summary
Big Tech companies are set to dramatically increase their AI infrastructure spending in 2026, with a collective forecast of $650 billion, a 60% rise from the previous year. This massive investment, largely secured through existing contracts, is poised to significantly benefit key AI infrastructure suppliers Nvidia and Broadcom. Nvidia, positioned by its CEO as central to a historic infrastructure build-out, offers comprehensive AI solutions, including advanced systems like the Blackwell B200 and the upcoming Vera Rubin, with substantial revenue visibility. Similarly, Broadcom is a primary beneficiary in custom AI chips and high-speed networking, holding a large backlog of orders for custom AI chips and AI switches, and projecting significant revenue growth in its AI segment.
Highlights
- Big Tech companies (Amazon, Alphabet, Microsoft, Meta Platforms) are projected to collectively invest approximately $650 billion in AI infrastructure in 2026, representing a 60% year-on-year increase.
- A substantial portion of this investment is already secured through data center approvals, power contracts, and supply agreements, benefiting core AI infrastructure providers like Nvidia and Broadcom.
- Nvidia's CEO describes AI as the 'largest infrastructure build-out in human history', with cumulative global AI infrastructure spending estimated to reach $3-4 trillion by the end of 2030.
- Nvidia offers a full-stack AI solution (hardware, software, enterprise platforms) and updates its product architecture annually.
- Cloud giants are accelerating the adoption of Nvidia's Blackwell B200 system starting in 2026, which boasts up to 30 times higher inference performance and improved energy efficiency over the previous H100.
- Nvidia is transitioning to selling integrated 'AI factory' solutions, such as the GB200NVL72 (combining CPU, GPU, networking, and software), aiming to increase average selling prices and profit margins.
- The Vera Rubin system, a 6-chip platform for complex AI and agentic AI workloads, is in mass production and expected to ship in the second half of 2026.
- Nvidia has over $500 billion in cumulative revenue visibility for its Blackwell and Rubin systems from early 2025 to the end of 2026.
- Broadcom is a key beneficiary of custom chip and high-speed networking equipment demand from enterprise and cloud giants for AI data centers.
- Market research indicates Broadcom could capture nearly 60% of the custom AI server chip market for hyperscale cloud providers by 2027.
- Broadcom's consolidated backlog stood at $162 billion for FY2025, including approximately $73 billion in custom AI chip orders slated for delivery within 18 months.
- Broadcom's AI switch products have a backlog exceeding $10 billion.
- Broadcom's AI revenue grew 65% year-on-year to $20 billion in FY2025, driven by custom chips, high-speed networking, and optical interconnects.
- Despite current high valuations, Broadcom's stock may experience parabolic growth due to strong order conversion and potential new customer contracts.
- The article includes a disclaimer that the information is for general reference only and does not constitute investment advice.
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