Top Three AI Equities to Hold Until 2030
Yahoo Finance ·
Data center investments might reach $3.2 trillion over the next three years, based on an August 2026 Morgan Stanley report. Amazon Web Services CEO Andy Jassy noted that AWS lacks sufficient capacity to fulfill demand this year, a deficit projected to persist through 2027. This supply constraint directly advantages hardware vendors and computing providers like Broadcom, Iren, and Taiwan Semiconductor Manufacturing. Broadcom specializes in proprietary AI accelerators called XPUs alongside vital networking hardware. During the fiscal third quarter, Broadcom posted an 86% year-over-year revenue surge to nearly $30 billion, while artificial intelligence semiconductor revenue skyrocketed 221% to $16.7 billion. Anthropic is poised to emerge as Broadcom's primary XPU buyer by 2027, with OpenAI's Jalapeño and Alphabet's Google TPU v8i already in distribution. Furthermore, corporate guidance anticipates artificial intelligence revenue hitting $58 billion in fiscal 2026, $115 billion in fiscal 2027, and $230 billion in fiscal 2028.
AI 시장 분석
According to a Morgan Stanley report, data center spending is projected to reach $3.2 trillion over the next three years, with a surge in demand for AI infrastructure. Capacity shortages among cloud providers like Amazon Web Services (AWS) are expected to persist until 2027, acting as a tailwind for related hardware suppliers. Companies like Broadcom (AVGO), TSMC, and Iren are expected to outperform the market through 2030, driven by attractive valuations. Investors should focus on beneficiaries of explosive AI demand and data center expansion.
상승 영향
- AI — Data center spending has reached $3.2 trillion, and soaring demand for AI semiconductors and infrastructure is accelerating the earnings growth of related companies.
- Semiconductors — Demand for custom AI accelerators and networking equipment is exceeding supply, significantly improving profitability, as evidenced by Broadcom's 221% surge in AI semiconductor revenue.
DYAX 전담 분석
According to Morgan Stanley's outlook, data center spending will reach $3.2 trillion, and capacity shortages at Amazon AWS and others are expected to continue through 2027. Broadcom's fiscal third-quarter total revenue increased 86% year-over-year to approximately $30 billion, while AI semiconductor revenue surged 221% to $16.7 billion. The company provided guidance that AI revenue will reach $58 billion in 2026, $115 billion in 2027, and $230 billion in 2028.
Supply shortages and continued strong demand for AI accelerators and networking equipment from Big Tech companies are bullish factors directly driving strong earnings growth for related semiconductor and infrastructure companies. Key monitoring indicators moving forward will be the continuity of orders from major clients, chip production yields, and the pace of data center investment driven by macroeconomic changes.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 44% · Bearish (Short) 56%
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