Billionaire investors are showing strong confidence in the future of artificial intelligence, actively acquiring shares in major AI players like Alphabet, Nvidia, and Meta Platforms for anticipated growth leading up to 2026. Experts project that AI could significantly boost the global gross domestic product by an impressive $15.7 trillion by 2030, underscoring the technology's profound economic impact. Nvidia continues to dominate the AI chip market, demonstrating robust financial performance despite growing competition from companies like AMD and Intel. Oracle, for instance, plans to double its capital spending to $50 billion this fiscal year, primarily to acquire Nvidia AI chips and equipment. This move comes with a substantial $248 billion commitment in future data center leases, spanning 15 to 19 years, as Oracle aims to capitalize on AI computing capacity, expecting 30 to 40 percent gross margins. The burgeoning market for AI smart glasses is also attracting significant attention. Citi analysts foresee this market expanding by over 100 percent annually until 2030, potentially reaching $40 billion in revenue. EssilorLuxottica, the maker of Ray-Ban, is a key player in this space, developing smart glasses with Meta that offer features like music playback, photo capture, translation, and message display, priced at $799. Other tech giants, including Google, Snap, and Apple, are also gearing up to release their own AI smart glasses next year. In the broader AI supply chain, ASML leads in semiconductor equipment with a 90 percent market share, while TSMC holds a similar dominance in manufacturing advanced AI processors. Chipmaking equipment sales are projected to climb to $126 billion in 2026 and $135 billion in 2027, driven by the demand for AI-specific logic and memory chips. However, concerns about an "AI bubble" and high valuations are causing some market volatility, impacting emerging market stocks and leading to significant losses in AI agent token investments, such as a crypto whale's $20 million loss.
Key Takeaways
- Billionaire investors are heavily buying Alphabet, Nvidia, and Meta Platforms stocks for 2026, anticipating significant AI-driven growth.
- AI is projected to boost global GDP by $15.7 trillion by 2030, highlighting its economic importance.
- Nvidia maintains a leading position in the AI chip market, despite increasing competition from AMD and Intel.
- Oracle plans to double its capital spending to $50 billion this fiscal year for Nvidia AI chips and equipment, committing $248 billion to long-term data center leases.
- The AI smart glasses market is expected to grow over 100% annually until 2030, potentially reaching $40 billion in revenue.
- EssilorLuxottica, in collaboration with Meta, is developing Ray-Ban smart glasses priced at $799, offering features like music, photos, and translation.
- Google, Snap, and Apple are also planning to release AI smart glasses next year, indicating a competitive market.
- Sales of chipmaking equipment are predicted to increase to $126 billion in 2026 and $135 billion in 2027, driven by AI chip demand.
- ASML holds 90% of the market for chip-making machinery, while TSMC manufactures about 90% of advanced AI processors.
- Concerns about an "AI bubble" and high valuations are impacting emerging market stocks and AI agent token investments, as seen with a crypto whale's $20 million loss.
Billionaires invest heavily in top AI stocks for 2026
Billionaire investors are buying three major AI stocks before 2026, including Alphabet, Nvidia, and Meta Platforms. Alphabet, Google's parent company, has a strong internet search market and YouTube. Nvidia leads the AI chip market, while Meta Platforms uses generative AI for its advertising platform. Experts predict AI could boost global gross domestic product by $15.7 trillion by 2030.
Top billionaires buy three AI stocks for 2026
Billionaire investors are actively buying three leading AI stocks for 2026. These companies are Alphabet, Nvidia, and Meta Platforms. Alphabet, the parent of Google and YouTube, maintains a dominant internet search market share. Nvidia is a key player in the AI revolution, known for its powerful chips. Meta Platforms uses generative AI to enhance its advertising platform, and experts predict AI could add $15.7 trillion to global GDP by 2030.
EssilorLuxottica smart glasses could be next big AI success
Citi analysts believe EssilorLuxottica, maker of Ray-Ban, will be a major AI winner with its smart glasses. The company is developing these glasses with Meta, allowing them to play music, take photos, translate, and show messages. Users can interact with a neural wristband using hand gestures, and the glasses cost $799. Citi predicts the AI glasses market will grow over 100 percent yearly until 2030, reaching $40 billion in revenue, with EssilorLuxottica holding 30 percent of this market. Other tech giants like Google, Snap, and Apple also plan to release AI smart glasses next year.
Buy Nvidia stock for 2026 despite AI bubble worries
An analyst recommends buying Nvidia stock for 2026, despite concerns about an AI bubble. Nvidia shows strong financial performance, with impressive fiscal Q3 2026 results. The stock has faced declines due to fears of an AI bubble, slower spending by large tech companies, and increased competition from firms like AMD and Intel. However, the analyst believes the AI infrastructure market is still growing and Nvidia holds a strong lead in innovation with its CUDA platform. Nvidia's CEO Jensen Huang announced new AI chips and software at the October GTC event.
Oracle faces huge $248 billion data center lease commitment
Oracle has revealed $248 billion in future lease commitments for data centers, a surprisingly large amount. This raises concerns because these property leases last 15 to 19 years, while customer contracts are much shorter. Oracle plans to double its capital spending to $50 billion this fiscal year, mainly for Nvidia AI chips and equipment. The company is renting data center space to lower upfront costs and expects 30 to 40 percent gross margins from AI computing capacity. However, there is a risk of overestimating customer demand and being stuck with expensive, long-term leases.
Billionaires invest in various AI stocks for future growth
Billionaire investors are focusing on artificial intelligence stocks for the new year. They are looking for companies at the forefront of AI development and infrastructure. Key investment areas include semiconductor manufacturing for advanced chips and cloud computing for AI services. Software companies creating AI-powered applications and platforms also attract significant investment. This trend shows AI is a fundamental driver of future economic growth.
AI boom boosts chipmaking equipment sales to $126 billion in 2026
The industry group SEMI predicts that sales of chipmaking equipment will increase by 9 percent to $126 billion in 2026. Sales are expected to grow further to $135 billion in 2027. This rise is driven by chipmakers expanding their capacity for logic and memory chips needed for artificial intelligence. China, Taiwan, and South Korea will remain the largest markets for this equipment. Top suppliers include ASML from the Netherlands, and US companies like Applied Materials, Lam Research, and KLA.
Crypto whale loses $20 million in AI token investments
A crypto whale suffered a loss of over $20 million from investing in AI agent tokens. The investor liquidated tokens on the Base platform, losing almost 89 percent of their investment. Arkham Intelligence and Lookonchain flagged these significant trades. The tokens involved included Freysa AI, aixbt, Botto, nftxbt, and maicrotrader. This major loss happened during a general downturn in the AI agent token market.
ASML versus TSMC which AI stock is better
This article compares ASML and TSMC as top artificial intelligence stocks for investors. ASML leads in semiconductor equipment, holding 90 percent of the market for chip-making machinery. TSMC is the top manufacturer of advanced AI processors, also with about 90 percent market share. ASML generates significant recurring revenue from equipment service contracts, with service revenue up 39 percent to 6 billion euros in the first nine months of 2025. TSMC saw its sales double in the third quarter to $33 billion, driven by strong demand for AI processors. An analyst suggests TSMC has a slight edge due to its valuation and long-lasting competitive advantages.
AI stock slump affects emerging markets globally
Emerging market stocks are falling by over one percent as investors withdraw from artificial intelligence stocks. A weak US jobs report also impacted emerging market currencies, causing the Mexican peso and South African rand to fluctuate. The US saw nonfarm payrolls increase by 64,000 in November, with the unemployment rate rising to 4.6 percent. Concerns about the high valuations of AI-driven companies are causing this market downturn. The MSCI China Index and Hang Seng China Enterprises Index both dropped significantly, entering technical bear markets.
Sources
- 3 Artificial Intelligence (AI) Stocks Billionaires Can't Stop Buying Ahead of 2026
- 3 Artificial Intelligence (AI) Stocks Billionaires Can't Stop Buying Ahead of 2026
- Analysts say a luxury eyewear giant could be the next AI winner
- Forget the AI Bubble and Buy Nvidia Stock for 2026: Here’s Why
- Oracle's $248 Billion Rent is Another AI ‘Bombshell’
- 3 artificial intelligence (AI) stocks billionaires can't stop buying ahead of 2026
- AI boom seen lifting chipmaking equipment sales 9% to $126 billion in 2026 By Reuters
- Crypto Whale Loses $20 Million On ‘Worst Investments Ever’ In AI Token Trade
- Better Artificial Intelligence Stock: ASML vs. TSMC
- AI Slump Dims Emerging Market Stocks Amid Wait for US Jobs Report
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