1. Nvidia continues to lead in AI data center chips, with a 92% share of the market and expected revenue growth to $251 billion by 2026.
2. Amazon and Microsoft excel in AI through their cloud infrastructure, with AI demand projected to drive cloud computing sales to $2 trillion by 2030.
3. Arista Networks and Broadcom are poised for growth in AI networking, with Arista Networks expecting $8.4 billion in sales this year and Broadcom’s AI-related semiconductor sales increasing by 46%.
4. AI investments are set to revolutionize industries, requiring $6.7 trillion in data center spending by 2030, with key players in semiconductors, cloud computing, and networking benefiting from the trend.

Read more at Nasdaq: 5 Artificial Intelligence (AI) Infrastructure Stocks Powering the Next Wave of Innovation