Nvidia Advances AI Infrastructure While Google Expands Gemini Platform

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The artificial intelligence sector demonstrates robust strength despite recent market fluctuations, with major players like Nvidia, Alphabet, Amazon, and Microsoft generating substantial revenue and driving innovation. Experts dismiss concerns of an AI bubble, noting the industry's solid financial footing and ongoing advancements. Several AI-focused companies are poised for significant growth. Nebius, a data center firm, anticipates annual revenue between $7 billion and $9 billion by late 2026. Applied Digital, also in data centers, reported an 84 percent revenue increase in its first fiscal quarter of 2026. SoundHound AI, specializing in voice AI, saw its revenue jump 68 percent last quarter. These companies, along with Axcelis Technologies, Bitfarms, and Western Digital, are expected to see substantial gains by 2030, addressing critical areas like AI chip equipment, data centers, and memory storage. Alphabet Inc., Google's parent company, recently hit a new record high, trading near $329.58, and surpassed Apple Inc. to become the world's second-largest company by market capitalization. Its Google Gemini AI platform leverages deep integration with Google Search, Maps, and Android, while Google Cloud actively expands its AI features to compete with Amazon.com Inc. Meanwhile, AMD is intensifying its challenge to Nvidia in the AI data center market, unveiling its "Helios" rack-scale platform with Instinct MI455X accelerators at CES 2026. Nvidia continues its strong performance, with revenue increasing 62 percent last quarter, affirming its central role in AI infrastructure. Taiwan Semiconductor Manufacturing (TSMC), a key chip manufacturer, reported a 32 percent revenue increase, positively impacting suppliers like Applied Materials and Lam Research, and memory-chip maker Micron Technology. Meta Platforms also made a strategic move, partnering with nuclear power companies Oklo, Vistra Systems, and TerraPower to secure energy for its Prometheus AI supercluster, highlighting the growing energy demands of AI. Globally, Chinese AI stocks are projected to bolster Hong Kong and mainland markets in 2026. Investment banks like Julius Baer and Citibank Hong Kong foresee continued growth, with foreign investors likely to increase their holdings in Chinese tech shares, which currently offer more attractive valuations compared to top US tech companies. Salesforce is also making strides in agentic AI, utilizing its Data 360 solution to provide unified data sources essential for advanced AI agents.

Key Takeaways

The AI sector remains robust, with major companies like Nvidia, Alphabet, Amazon, and Microsoft generating significant revenue, dispelling concerns of an AI bubble.
Alphabet (Google) stock reached a new record high, trading near $329.58, and surpassed Apple Inc. in market capitalization, driven by its strong AI leadership and Google Gemini platform.
Meta Platforms partnered with nuclear power companies Oklo, Vistra Systems, and TerraPower to provide energy for its Prometheus AI supercluster.
AMD introduced its "Helios" rack-scale platform with Instinct MI455X accelerators at CES 2026, signaling a strong push to compete with Nvidia in the AI data center market.
Nvidia, Taiwan Semiconductor Manufacturing (TSMC), and Salesforce are identified as valuable AI stocks; Nvidia's revenue grew 62% and TSMC's by 41% last quarter.
Nebius, Applied Digital, and SoundHound AI are projected to double in value by 2026, with Nebius expecting $7 billion to $9 billion in annual revenue by late 2026.
Companies like Axcelis Technologies (AI chip equipment), Bitfarms (AI data centers), and Western Digital (memory storage) are positioned for significant growth by 2030.
TSMC's report of a 32 percent revenue increase led to gains in US AI stocks, including Applied Materials, Lam Research, and Micron Technology.
Goldman Sachs predicts higher-than-expected AI spending, with future innovations like self-driving cars and humanoid robots heavily relying on AI.
Chinese AI stocks are expected to boost Hong Kong and mainland markets in 2026, attracting foreign investors due to their current lower valuations compared to US tech companies.

Three AI Stocks Poised to Double in 2026

Keithen Drury suggests three AI stocks could double in value during 2026. These stocks are Nebius, Applied Digital, and SoundHound AI. Nebius and Applied Digital focus on data centers, with Nebius expecting huge growth to $7 billion to $9 billion annual revenue by late 2026. Applied Digital builds data centers in North Dakota and saw revenue increase 84 percent in its first fiscal quarter of 2026. SoundHound AI uses voice AI technology and its revenue jumped 68 percent in its latest quarter. While these stocks are not cheap, their rapid growth makes them interesting investments.

Top Three AI Stocks May Double by 2026

Three AI stocks, Nebius, Applied Digital, and SoundHound AI, show potential to double in value during 2026. Nebius, a data center company, expects its annual revenue to reach $7 billion to $9 billion by the end of 2026. Applied Digital builds and runs data centers in North Dakota, reporting an 84 percent revenue increase in its first fiscal quarter of 2026. SoundHound AI, which focuses on voice AI, saw its revenue climb 68 percent in its most recent quarter. These companies are growing quickly and could offer significant returns for investors.

AI Sector Strong Despite Recent Market Dip

The AI sector recently saw a market dip, but experts believe the industry is strong and not in a bubble. Unlike the dot-com era, major AI companies like Nvidia, Alphabet, Amazon, and Microsoft are already making real money and improving products. Goldman Sachs predicts AI spending will be higher than expected, showing continued growth. Future innovations such as self-driving cars and humanoid robots will rely heavily on AI. Companies that address AI bottlenecks, like those in energy, data centers, and memory storage such as Micron, could see significant gains.

Three AI Stocks Could See Huge Growth by 2030

Three AI stocks, Axcelis Technologies, Bitfarms, and Western Digital, show potential for significant growth by the end of the decade. Axcelis Technologies makes important equipment for making AI chips and plans to merge with Veeco Instruments in the second half of 2026. Bitfarms, a cryptocurrency miner, is building AI data centers and expanding its operations in North America. Western Digital helps solve the memory storage challenges that AI technology faces. These companies are positioned to benefit from the ongoing investment in AI infrastructure.

US AI Stocks Rise After TSMC Revenue Boost

US artificial intelligence stocks saw gains in premarket trading after experiencing losses on Thursday. This positive shift followed Taiwan Semiconductor Manufacturing's report of a 32 percent increase in revenue, which was better than expected. Applied Materials, a TSMC supplier, rose 2.25 percent. Lam Research, another TSMC client, climbed 2.4 percent. Memory-chip maker Micron Technology, which works closely with TSMC, also gained 1.6 percent before the market opened.

Chinese AI Stocks Expected to Boost Markets in 2026

Investment banks predict Chinese AI stocks will continue to boost Hong Kong and mainland markets in 2026, though growth may slow. Julius Baer expects the Hang Seng Index to reach 29,500 and the CSI 300 Index to hit 5,100 by year-end. Citibank Hong Kong believes the internet and games sector will benefit from AI, keeping its Hang Seng target at 28,800. Foreign investors are likely to buy more Chinese tech shares, which are currently cheaper than top US tech companies. While Julius Baer suggests moving some funds from US tech to other sectors and Asia, Citibank remains positive on US stocks due to strong AI earnings.

Alphabet Stock Reaches New High as AI Leader

Alphabet Inc. stock, the parent company of Google, reached a new record high on Thursday, trading near $329.58. Cantor Fitzgerald upgraded Alphabet, setting a $370 price target, because of its strong position in the entire AI industry. Alphabet now holds the title of the world's second-largest company by market capitalization, surpassing Apple Inc. Its AI platform, Google Gemini, benefits from being closely linked with Google Search, Maps, and Android. Google Cloud is working to catch up to Amazon.com Inc. by adding new AI features and securing more business deals.

Meta Partners With Nuclear Firms for AI Power

Meta Platforms announced a significant agreement with three nuclear power companies: Oklo, Vistra Systems, and TerraPower. These companies will provide energy for Meta's Prometheus AI supercluster. The news caused nuclear power stocks to rise on Friday, with Constellation Energy gaining 4 percent and BWX Technologies up 5 percent. Joel Kaplan from Meta stated that nuclear energy will help power their AI future and improve the country's energy infrastructure. Oklo's CEO, Jacob DeWitte, noted that Meta's support is making their vision for advanced nuclear powerhouses in Ohio a reality.

Three AI Stocks Offer Bargain Value for Investors

Nvidia, Taiwan Semiconductor Manufacturing, and Salesforce are identified as three AI stocks offering good value for investors in 2026 and beyond. Nvidia remains affordable despite its strong growth, with revenue increasing 62 percent last quarter due to its role in AI infrastructure. TSMC, a top chip manufacturer, grew its revenue by 41 percent last quarter and leads in making advanced logic chips. Salesforce, a software company, has a big chance in agentic AI, where AI performs tasks using clean, organized data. The company's Data 360 solution helps create a unified data source, which is crucial for advanced AI agents.

AMD Unveils New AI Hardware to Challenge Nvidia

Advanced Micro Devices AMD is making a strong push into the artificial intelligence data center market. At CES 2026, CEO Lisa Su introduced new large-scale solutions, including the "Helios" rack-scale platform. Helios uses Instinct MI455X accelerators and aims to deliver massive AI computing power. AMD clearly intends to become a major competitor to Nvidia, which currently leads the AI computing space. AMD's data center business already grew 22 percent year over year in the third fiscal quarter, even before these new powerful products.