Nvidia Powers AI Models Alongside AMD's MI300 Launch

The artificial intelligence sector continues to drive significant advancements and investment across various industries, from chip manufacturing to energy infrastructure and specialized software. Taiwan Semiconductor Manufacturing (TSMC) stands out as a critical player, serving as the world's largest contract chip maker. Companies like Nvidia, AMD, Broadcom, Apple, and Alphabet rely on TSMC for the advanced GPUs that power sophisticated AI models such as ChatGPT. Analysts project global AI infrastructure spending to reach an impressive US$1 trillion by 2030, underscoring TSMC's pivotal role and strong growth prospects. While Nvidia has largely dominated the AI chip market, competitors like Broadcom and AMD are making notable strides. Broadcom offers essential semiconductor and infrastructure software solutions, including networking chips and custom AI accelerators used by major cloud providers. AMD is also developing its own AI-focused chips, recently launching Instinct MI300 accelerators to directly compete with Nvidia's offerings. This competition signals a dynamic and evolving landscape for AI hardware. The demand for robust AI infrastructure extends beyond chips to data centers and energy. Vertiv Holdings Co is experiencing growth due to high demand for AI data centers and recent upgrades, including a US$1 billion acquisition of PurgeRite. The company aims for 25% operating margins by 2029. Powering these energy-intensive AI operations is a growing concern, with Constellation Energy, America's largest nuclear energy producer, stepping up. Constellation Energy partnered with Microsoft to reopen a nuclear plant in Pennsylvania specifically to power data centers, anticipating AI operations could consume as much as 22% of US household energy by 2028. Specialized AI cloud services are also gaining traction, with CoreWeave emerging as a key provider. Backed by Brad Gerstner of Altimeter Capital, CoreWeave offers a cloud built on Nvidia GPUs, acting as AI factories for training large models. The company reported $1.36 billion in revenue for Q3 2025 and holds $12 billion in signed contracts, including major infrastructure deals with a social network, an AI lab, and Nvidia. In the software realm, MongoDB's Atlas cloud database is boosting AI growth with new features like vector search and embedding capabilities, now comprising about three-quarters of its revenue. SPS Commerce has launched new AI-powered tools for supply chains, while Zebra Technologies partnered with GreyOrange to enhance store inventory accuracy using RFID and unveiled new AI-powered handheld devices for retail. SoundHound AI continues to expand its voice technology, securing contracts with major financial institutions and restaurant chains, reporting record Q3 revenue of $42 million despite a 38% stock price drop over the last year. Investors can also explore AI ETFs like AIQ, BOTZ, and ARTY, offering varied exposures to this rapidly expanding market.

Key Takeaways

• TSMC is the world's largest contract chip maker, producing advanced GPUs for companies like Nvidia, AMD, Broadcom, Apple, and Alphabet, essential for AI models like ChatGPT.
• Global AI infrastructure spending is expected to reach US$1 trillion by 2030, driving significant demand for chip manufacturers.
• Nvidia's dominance in AI GPUs faces challenges from Broadcom and AMD, which are developing their own AI-focused chips and accelerators.
• CoreWeave, specializing in AI cloud services built on Nvidia GPUs, reported $1.36 billion in Q3 2025 revenue and holds $12 billion in signed contracts.
• Constellation Energy partnered with Microsoft to reopen a nuclear plant in Pennsylvania to power data centers, addressing the substantial energy demands of AI operations.
• Vertiv Holdings is experiencing growth from high demand for AI data centers and acquired PurgeRite for US$1 billion, targeting 25% operating margins by 2029.
• MongoDB's Atlas cloud database is enhancing AI capabilities with new features like vector search and embedding, now accounting for about three-quarters of the company's revenue.
• SPS Commerce launched new AI-powered tools for supply chains and became a founding member of the Order Network eXchange.
• Zebra Technologies partnered with GreyOrange to improve store inventory accuracy using RFID and introduced new AI-powered handheld devices for retail.
• SoundHound AI is expanding its voice AI technology across various sectors, reporting record Q3 revenue of $42 million despite a 38% stock price drop over the last year.

SPS Commerce launches new AI supply chain tools

SPS Commerce recently launched new AI-powered tools for supply chains. The company also became a founding member of the Order Network eXchange within the Commerce Operations Foundation. Its stock currently trades at US$94.49 and analysts believe it is undervalued with a fair value of US$98. SPS Commerce has also successfully integrated recent acquisitions like SupplyPike and Carbon6. This move could boost its revenue and long-term earnings.

Zebra Technologies partners GreyOrange launches new AI retail tools

Zebra Technologies is gaining attention after partnering with GreyOrange to improve store inventory accuracy using RFID. The company also unveiled new AI-powered handheld devices and retail platforms before NRF 2026. Zebra's stock currently trades at US$259.48, and experts believe it is undervalued with a fair value of about US$358.47. The company aims to boost its profits by focusing on higher-margin services and improving operations.

Vertiv Holdings sees growth from AI data centers and upgrades

Vertiv Holdings Co is receiving new attention due to analyst upgrades and high demand for data centers. The company also acquired PurgeRite for US$1 billion and is highlighted in new AI industry reports. Vertiv's stock trades at about US$163.58, and its fair value is estimated at US$198.45, suggesting it is undervalued. Management expects to solve operational issues by late 2025, aiming for 25% operating margins by 2029.

Taiwan Semiconductor is a safe AI stock to consider

Taiwan Semiconductor Manufacturing, or TSMC, is considered a safe trillion-dollar AI stock. It is the world's largest contract chip maker, producing the advanced GPUs needed for AI models like ChatGPT. Companies such as Nvidia, AMD, Broadcom, Apple, and Alphabet rely on TSMC for their chip manufacturing. Analysts view TSMC as a strong buy, expecting its revenue to grow as global AI infrastructure spending increases. Deloitte predicts AI infrastructure spending will reach US$1 trillion by 2030.

Taiwan Semiconductor is a top AI chip stock

Taiwan Semiconductor Manufacturing, or TSMC, is highlighted as a top trillion-dollar AI stock. It holds a market cap of $1.7 trillion and trades at $323.63 as of January 9, 2026. TSMC is the world's largest contract chip manufacturer, making the advanced GPUs that power AI models. Major tech companies like Nvidia, AMD, Broadcom, Apple, and Alphabet depend on TSMC for their chip production. Analysts strongly recommend TSMC, expecting its revenue to climb as global AI infrastructure spending grows to US$1 trillion by 2030.

MongoDB Atlas cloud database boosts AI growth

MongoDB has gained attention as research firms share positive views on its business. Its Atlas cloud database platform is growing quickly and now makes up about three-quarters of the company's revenue. Atlas has new features like vector search and embedding capabilities that support AI workloads. This focus on AI-ready features and strong analyst support highlight Atlas's importance to MongoDB's future.

Two promising AI stocks for long-term investors

This article discusses two promising AI stocks that could offer significant returns. The first company is a leader in a specific AI field, known for its innovation, strong market position, and growing revenue. It benefits from advanced technology and key partnerships. The second company operates in another AI sector, recognized for its unique algorithms and hardware. This company targets a fast-growing niche and has a scalable business model with an experienced leadership team.

Constellation Energy powers AI with nuclear energy

Constellation Energy, America's largest nuclear energy producer, is key to powering the growing needs of artificial intelligence. AI operations will consume a lot of energy, possibly as much as 22% of US households by 2028. Constellation Energy has partnered with Microsoft to reopen a nuclear plant in Pennsylvania to power data centers. The company expects its earnings per share to grow by 10% annually through 2028. The US government also supports nuclear power, aiming to triple output by 2050.

SoundHound AI expands voice technology despite losses

SoundHound AI is gaining attention for its voice AI technology, used in cars, restaurants, and voice commerce. The company has contracts with major financial institutions, Chipotle, Five Guys, and an unnamed Chinese company for smart devices in India. SoundHound's Polaris product offers advanced speech recognition for ordering, and its new agentic AI platform can handle tasks like booking flights. Despite a 38% stock price drop over the last year and ongoing losses, SoundHound reported record Q3 revenue of $42 million and has a strong cash position.

Comparing three top AI ETFs for 2026 investors

This article compares three AI ETFs for investors to consider in 2026. AIQ offers broad exposure to AI and advanced technology, focusing on software and big tech, with an expense ratio of 0.68%. BOTZ provides targeted exposure to robotics, automation, and applied AI companies like Nvidia, also with a 0.68% expense ratio. ARTY, formerly IRBO, offers a balanced AI strategy across industries and stands out with the lowest expense ratio at 0.47%. Each ETF suits different investment goals, from broad coverage to specialized automation.

Brad Gerstner backs CoreWeave as a unique AI cloud stock

Brad Gerstner, CEO of Altimeter Capital, is investing in CoreWeave, calling it "The Essential Cloud for AI." CoreWeave offers a specialized cloud built on Nvidia GPUs, acting as AI factories for companies training large models. The company reported $1.36 billion in revenue for Q3 2025 and has $12 billion in signed contracts. CoreWeave has major infrastructure deals with a social network, an AI lab, and Nvidia. Gerstner believes CoreWeave stands out from other cloud providers in the AI sector.

Broadcom and AMD challenge Nvidia in AI chip market

While Nvidia has dominated the AI stock market with its GPUs, Broadcom and Advanced Micro Devices are emerging as strong competitors. Broadcom offers essential semiconductor and infrastructure software solutions, including networking chips and custom AI accelerators used by major cloud providers. AMD is developing its own AI-focused chips, recently launching Instinct MI300 accelerators to compete directly with Nvidia's offerings. Both companies present compelling alternatives for investors looking to capitalize on the AI revolution.

Sources

• SPS Commerce (SPSC) Valuation Check After New AI Supply Chain Solutions And Order Network eXchange Role
• Assessing Zebra Technologies (ZBRA) Valuation After GreyOrange Partnership And NRF 2026 AI Retail Launches
• A Look At Vertiv Holdings Co (VRT) Valuation After Analyst Upgrades And AI Data Center Growth
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