Nvidia has been the leading AI stock ever since the infrastructure spending surge began in early 2023, and the success of its best-in-class technology stack has turned it into the largest company in the world.

The chip designer reported rapid revenue growth as demand continues to rise for chips to fill the data centers that power artificial-intelligence models.

All told, Broadcom now has a backlog of orders for custom AI chips and other data center components, such as networking chips, that totals a staggering $73 billion, Tan said. He added that the company hopes to turn this into revenue within 18 months.

As 2025 begins to wind down, it will go down as another strong year for artificial intelligence (AI) stocks. Meanwhile, with AI still appearing to be in its early innings, the group could help lead the market higher in 2026 once again. Let's look at two AI stocks that could help you make a fortune in 2026.

In the last month of the year, investors are more focused on where the market will head in 2026 versus what it will do to close out 2025. While Nvidia ( NVDA 0.53%) has been the top artificial intelligence (AI) computing unit provider over the past three years, there is rising competition from unlikely places that could dethrone it.

The shares of companies exposed to artificial intelligence infrastructure came in for a beating after a report about Oracle Corp. data center delays added fuel to a selloff already underway following disappointing earnings results from chipmaker Broadcom Inc.

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily

The healthy spending on artificial intelligence (AI) infrastructure is set to continue in 2026, as evident from the recent quarterly results released by major hyperscalers and the announcements made by key AI companies such as OpenAI.