Nvidia Projects Revenue Growth While AMD Targets $360 Billion Valuation

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The artificial intelligence market continues its rapid expansion, with several companies poised for significant growth. Nvidia, a leading AI infrastructure provider, projects a 50% revenue increase for fiscal year 2027. Its competitor, Advanced Micro Devices (AMD), expects 31% growth, aiming for 35% by 2030, with an ambitious goal to reach a $1 trillion valuation in approximately four years from its current $360 billion market cap. AMD's MI350 GPU offers a more affordable alternative to Nvidia's Blackwell B200, and with Nvidia's cloud GPUs reportedly sold out, AMD's offerings are gaining traction, evidenced by a tenfold increase in ROCm software downloads. Beyond the major chipmakers, companies providing essential AI infrastructure are also thriving. Credo Technology Group, which specializes in high-speed data connectivity solutions vital for AI systems, saw its revenue jump 272% year over year in its fiscal second quarter to $268 million. The company anticipates third-quarter revenue to reach around $340 million, marking a 152% growth from the previous year. This strong demand has driven Credo's shares up over 100% in the past year, as the broader AI infrastructure market is forecast to surge from $58.78 billion in 2025 to $356.14 billion by 2032. The AI boom extends to innovative startups and established firms integrating AI into their products. Listen Labs, a San Francisco-based startup launched in April 2025, secured $69 million in Series B funding, valuing the company at over $500 million. Listen Labs uses AI to conduct customer interviews, completing over 1 million for clients like Microsoft and Perplexity. Similarly, robotics software maker Skild AI achieved a $14 billion valuation after a $1.4 billion Series C round, developing general-purpose robotic software that can learn from human observation. AI's influence is also evident in consumer products and cybersecurity. Warby Parker's stock rose 9.44% recently due to strong demand for its AI glasses, contributing to a 32.5% gain over the past year. In cybersecurity, CrowdStrike Holdings expanded its AI security services for small and midsize businesses through a partnership with Nord Security and plans to acquire SGNL and Seraphic Security to enhance its AI-driven identity and browser protection. Despite the widespread AI enthusiasm, some market segments show mixed signals. Microsoft, a prominent AI leader, has seen its stock fall, with Morgan Stanley analysts considering it "well underpriced" even as IT executives frequently mention Microsoft for increased AI spending. Meanwhile, an AI analyst from TipRanks recommends three top ETFs, including Invesco and iShares Expanded Tech-Software Sector ETF, projected to gain 10% or more, indicating continued investment opportunities in the sector. A D.A. Davidson & Co. managing director, Gil Luria, believes the recent selling of software stocks due to AI concerns is an overreaction and expects a rebound.

Key Takeaways

Nvidia projects 50% revenue growth for fiscal year 2027, while AMD expects 31% growth, aiming for 35% by 2030.
AMD targets a $1 trillion valuation in about four years, up from its current $360 billion market cap, driven by 60% annual data center revenue growth.
AMD's MI350 GPU is more affordable than Nvidia's Blackwell B200, and its ROCm software downloads increased tenfold, positioning it as a strong alternative.
Credo Technology Group, a high-speed data connectivity provider for AI, reported a 272% year-over-year revenue jump to $268 million in Q2 and expects Q3 revenue around $340 million.
The AI infrastructure market is projected to grow from $58.78 billion in 2025 to $356.14 billion by 2032.
Listen Labs, an AI startup, raised $69 million in Series B funding, achieving a valuation over $500 million, and has completed over 1 million customer interviews for clients like Microsoft.
Robotics software maker Skild AI reached a $14 billion valuation after a $1.4 billion Series C funding round, developing general-purpose robotic software and foundation models.
Warby Parker's stock rose 9.44% due to strong demand for its AI glasses, with a 32.5% gain over the past year.
CrowdStrike Holdings expanded its AI security services for small and midsize businesses through a partnership with Nord Security and plans to acquire SGNL and Seraphic Security.
Microsoft's stock is considered "well underpriced" by Morgan Stanley analysts despite the company's leading position in AI and frequent mention by IT executives for increased AI spending.

Three AI Stocks Could Triple in Five Years

The AI computing market is expected to grow significantly through 2030. Nvidia, Advanced Micro Devices AMD, and Broadcom are three AI infrastructure stocks that could triple in value over the next five years. Nvidia projects 50% revenue growth for fiscal year 2027, while AMD expects 31% growth, aiming for 35% by 2030. Broadcom anticipates 51% growth for fiscal year 2026. For these companies to triple in five years, they need to maintain an annual growth rate above 25%.

AMD Aims for One Trillion Dollar Value

Advanced Micro Devices AMD could reach a $1 trillion valuation in about four years, up from its current market cap of $360 billion. The company's ROCm software downloads increased tenfold, showing growing interest in its hardware. AMD's MI350 GPU is also more affordable than Nvidia's Blackwell B200. With Nvidia's cloud GPUs reportedly sold out, customers may turn to AMD's products as an alternative. AMD expects its data center revenue to grow 60% annually over five years, contributing to an overall projected 35% annual growth rate.

Credo Technology Stock Could Rise with AI Growth

Credo Technology Group provides high-speed data connectivity solutions that are crucial for AI infrastructure. The company's revenue more than tripled year over year in the second quarter of fiscal 2026, including a 20.2% sequential jump. Credo expects its third-quarter revenue to reach $340 million, which implies 152% growth from the previous year. The stock recently dropped 17%, making it appear more attractive to investors. Credo's net profit margin has also improved significantly, from 20% to over 30% in just a few quarters.

Credo Technology Surges with Strong AI Demand

Credo Technology Group's shares have risen over 100% in the past year due to strong demand for its AI-optimized solutions. The company provides high-speed connectivity solutions essential for AI systems and data centers. In its fiscal second quarter, Credo's revenue jumped an impressive 272% year over year to $268 million. The company expects third-quarter revenue to be between $335 million and $345 million. The AI infrastructure market is predicted to grow rapidly from $58.78 billion in 2025 to $356.14 billion by 2032, positioning Credo for continued expansion.

Listen Labs AI Startup Valued Over 500 Million Dollars

San Francisco-based startup Listen Labs has raised $69 million in a Series B funding round, valuing the company at over $500 million. The company, launched in April 2025, has now raised over $96 million in total. Listen Labs uses AI tools to conduct customer interviews, having completed over 1 million for clients like Microsoft, AI tool Perplexity, and salad bar chain Sweetgreen. Ribbit Capital led the funding round, with additional investments from Evantic, Sequoia Capital, Conviction, and Pear VC. CEO and cofounder Alfred Wahlforss states their AI interviewer allows for hundreds of one-on-one interviews at scale.

Software Stocks Will Recover From AI Concerns

Gil Luria, a managing director at D.A. Davidson & Co., believes that software stocks will rebound. He stated on 'Fast Money' that the recent selling of software stocks due to concerns about AI is an overreaction. Luria expects the market to correct this trend. He remains confident in the long-term outlook for software companies.

CrowdStrike Boosts AI Security for Small Businesses

CrowdStrike Holdings expanded its AI security services for small and midsize businesses through a new partnership. They teamed up with Nord Security to bundle the Falcon platform into NordLayer. CrowdStrike also plans to acquire SGNL, an identity-focused startup, and Seraphic Security, a browser security firm. These moves aim to make CrowdStrike's AI-driven identity and browser protection more accessible through partners like Nord Security and Pax8. The company projects $7.9 billion in revenue and $691.1 million in earnings by 2028, requiring 22.1% yearly revenue growth.

Warby Parker Stock Jumps on AI Glasses Demand

Warby Parker Inc. stock rose 9.44% on Tuesday, closing at $29.09 per share. This increase is due to strong demand for its artificial intelligence glasses. The company's stock has gained 12.7% in the last month and 32.5% in the past year. Warby Parker, founded in 2010 and headquartered in New York City, sells prescription glasses and sunglasses online and in its own stores. The company has been profitable for the past three years and is expanding its retail footprint and e-commerce platform.

AI Analyst Recommends Three Top ETFs

An AI analyst from TipRanks has identified three top ETFs for investors. These ETFs have received "Outperform" ratings and are projected to gain 10% or more. The recommended funds include Invesco, iShares Expanded Tech-Software Sector ETF, and Engine No. 1 Transform 500 ETF. Investors can use TipRanks to explore these carefully selected ETFs further. This information was released on January 14, 2026.

Microsoft Stock Undervalued Despite AI Leadership

Microsoft's stock has recently fallen, despite the company being a leading player in artificial intelligence. Morgan Stanley analysts believe the stock looks "well underpriced." Information technology executives are most likely to mention Microsoft when increasing their AI spending. However, investors have not treated Microsoft's stock as an AI winner, despite its strong position. The company's performance does not currently reflect its significant contributions to the AI sector.

Robotics Software Company Skild AI Reaches 14 Billion Dollar Value

Robotics software maker Skild AI has achieved a $14 billion valuation after raising a $1.4 billion Series C funding round. This new valuation is more than triple its previous $4.5 billion valuation from last summer. Founded in 2023, Skild AI builds general-purpose robotic software and foundation models. These models can be adapted to various robots and tasks without needing extensive additional training. The company hopes these models can also learn by watching humans perform tasks, which could boost robot adoption.