The technical field has historically been a hotband for demon development shares, and it continues that artificial intelligence (AI) occupies the global economy. It is no surprise that some of the best performing stock chip companies in recent years are leading.

But investment in AI is still starting. Nvidia ,NVDA -0.46%, And Broadcom ,Evgo 0.48%, Continue looking at strong demand for your AI products. Tech-Havi Nasdac Composite ,^Ixic 0.27%, It has doubled in the last five years, but these chip stocks have surpassed it and can be defeated again in the next five years.

1. Nvidia

NVIDIA shares have started around 1,500% since July 2020. However, it is still increasing revenue and earnings at rates that can make more high for stock. After falling with a broad market earlier this year, the stock has increased to high records.

NVIDIA recorded a 69% year-over increase in revenue in the last quarter, which is inspired by the strong demand for its new Blackwell Computing System for Advanced. AI WorkloadCEO Jensen Huang said, “Countries around the world are recognizing AI as an essential infrastructure – like electricity and internet – and Nvidia stands at the center of this intense change.”

Huang is a CEO who is betting on your money. For more than two decades, Nvidia’s main occupation was making graphics cards for PC and video game console. But Huang expanded the company’s addressable market in data centers such as high-demonstrations computing markets, which today accounts for about 90% of Nvidia’s revenue.

NVIDIA is now one of the most profitable companies in the world. In the last year, it earned $ 77 billion Net income At a revenue of $ 148 billion, the sky-high margin of 51%represents. The company is re -establishing those profits in more innovation. Nvidia is already ramping its NVIDIA GB300 NVL72 platform, including 72 Blackwell Ultra Graphics processing units (GPU) And 36 Hand-Widia based on Grace Chips. This new blackwell ultra computing system was designed for the next level AI argument, which jumps 50 times into the AI factory output.

The number of chips on these systems tell you why Nvidia’s margin is so high. It is simultaneously packaging a group of state -of -the -art chips in one platform and is selling it for premium. Apple It is reportedly set to spend $ 1 billion on 250 GB300 system.

In the estimates of the current wall street, the revenue and adjusted income of NVidia is increasing at an annual rate of 20% through 2030. On stock trades Forward price-to-kamai (p/e) Many out of 38 on this year’s estimate, but the P/E 2030 estimates to 22. Navidia stock The earnings should continue to follow, potentially doubled the stock within the next five years.

2. Broadcom

Nvidia AI is not the only way to play an increase in infrastructure. Custom AI is also a tremendous demand for accelerator, software, networking and safety solutions, which are benefiting broadcom. Stock started 762% in the last five years. Although it cannot match that performance over the next five years, it may be at least double.

The company’s revenue rose in 25% year in the previous quarter. AI chip revenue alone increased by 77% year -on year, and management approach made a call for more increase in networking products for custom AI accelerator, or XPU, and data centers.

Broadcom is in a spectacular position to meet the increasing demand for rapid data transfer speed for advanced AI workload. Its new Tomahawk 6 provides 102.4 terabits per second per second to the capacity to improve computing performance performance.

In addition, Broadcom hopes for three existing customers for their AI Exu to deploy 1 million quick clusters by 2027. This demand should continue to benefit Broadcom’s profitability. The management has a long record of investing in opportunities that grow free cash flow,

Last year, Broadcom produced $ 19 billion in free cash flow at a revenue of $ 51 billion. By the end of the financial year 2029 in October, analysts are expected to reach the free cash flow to $ 64 billion, which represents a compound growth rate of 27%.

Stock is trading at 36 times the free-caush-flow estimate of this year, which is appropriate given in view of further opportunities. Given the unquenchable demand for AI infrastructure, NVidia and Broadcom are unlikely to experience recession in demand for their state -of -the -art techniques. AI should give strength to the chip industry to record revenue in the coming years. Based on the estimates of analysts, investors can expect Broadcom stock Doubling by 2030.