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Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Join Nvidia, Microsoft, Apple, Alphabet, and Amazon in the $2 Trillion Club by 2028. (Hint: Not Broadcom)
The Motley Fool·2025-08-31 00:05

This company is growing quickly, and its stock is a bargain at the current price.Big tech companies are set to spend 375billiononartificialintelligence(AI)infrastructurethisyear,accordingtoestimatesfromanalystsatUBS.Thatnumberwillclimbto375 billion on artificial intelligence (AI) infrastructure this year, according to estimates from analysts at UBS. That number will climb to 500 billion next year.The biggest expense item in building out AI data centers is semiconductors. Nvidia (NVDA -3.38%) has been by far the biggest beneficiary of that spend so far. Its GPUs offer best-in-class capabilities for general AI training and i ...