- Amazon is a key player in the global AI infrastructure, with AWS holding a 29% market share. The company aims to double its data center capacity by 2027, with a backlog of over $200 billion. Deals with OpenAI and Anthropic showcase Amazon’s role in AI development, with analysts predicting a $3 trillion market cap by 2030.
- Broadcom’s custom accelerators and networking solutions are in high demand, leading to a 22% revenue increase in its fiscal 2025 third quarter. The company has secured significant orders and expects AI revenue growth to exceed 60% in fiscal 2026. Analysts project a market capitalization of over $3 trillion by 2030, offering potential returns for investors.
Read more at Nasdaq: 2 Unstoppable Stocks That Could Join Apple, Nvidia, Microsoft, and Alphabet in the $3 Trillion Club by 2030