The AI computing infrastructure buildout trend is continuing, with Nvidia and Broadcom competing to supply data centers. Taiwan Semiconductor provides chips to both companies. Nvidia projects data center capex to reach $3-4 trillion by 2030, making Nvidia, Taiwan Semi, and Broadcom strong investments. Investors should consider these companies to benefit from the AI arms race.

Nvidia’s projection of $3-4 trillion in data center capital expenditures by 2030 may seem ambitious, but it’s feasible given current trends. AI hyperscalers are expected to increase capex in 2026, with ongoing spending in the U.S., China, and Europe. Nvidia, Taiwan Semi, and Broadcom stand to gain from this massive AI spending spree.

Nvidia, Broadcom, and Taiwan Semiconductor are poised to profit from the AI arms race. Nvidia’s GPUs dominate AI models, while Broadcom offers custom AI accelerator chips. Taiwan Semi manufactures chips for both companies, benefitting from increased AI spending. These companies have strong potential for growth in the next five years.

Investors may want to consider buying shares in Nvidia, Broadcom, and Taiwan Semiconductor to capitalize on the growing AI market. The Motley Fool’s Stock Advisor team has identified these companies as strong investments. The potential upside is significant if Nvidia’s market projection proves accurate. Join Stock Advisor to access the latest top 10 list. Author Keithen Drury holds positions in Broadcom, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool also has positions in and recommends Nvidia and Taiwan Semiconductor Manufacturing, and recommends Broadcom. Disclosure policy applies. *Stock Advisor returns as of September 29, 2025.

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