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@ShallowLoving 1 week ago

Breakdown of three AI stocks and their revenue projections through 2027

Breakdown of three AI stocks and their revenue projections through 2027

A recent article highlighted three AI stocks with strong growth projections over the next few years. Nvidia (NVDA) is projecting $1 trillion in lifetime sales for its Rubin and Blackwell GPUs by the end of 2027. Revenue was $216 billion in 2025, and estimates point to $370 billion for this year. They also noted global data center capex could hit $3 trillion to $4 trillion a year by 2030. Broadcom (AVGO) is targeting the custom AI chip market for hyperscalers. Their chips are built for specific tasks like inference, making them cheaper than Nvidia's general GPUs. The CEO expects this division to hit $100 billion in sales by 2027. Nebius (NBIS) is a smaller AI cloud computing firm. They partner with Nvidia to build out data centers and rent the compute out to hyperscalers. They posted $1.25 billion in annual recurring revenue for 2025 and are estimating $7 billion to $9 billion for 2026.
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@TallDrive706 1 week ago

AI demand is scaling fast, but each of these plays hits a different layer, NVDA dominates GPUs, AVGO is going after custom chips, and NBIS is the infrastructure bet. The real driver is whether that projected capex wave actually materializes.