Will the AI Computing Boom Continue in 2026?
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2023, 2024, and 2025 have all been great years to invest in the artificial intelligence (AI) realm. With 2025 nearly over, the question becomes: Will 2026 hold more of the same? The concerns about weather the vast sums of money being spent to build out AI computing capacity are going to pay off are intensifying.Investors are starting to clamor for real returns on those investments, and there haven’t been any to date.
That hasn’t stopped the AI hyperscalers from continuing to add massive amounts of computing power to their footprints. In 2025, the hyperscalers set records for capital expenditures, and most of that money went toward data centers. All of them also are guiding for even greater capex in 2026.
While investors may see some risks in the amount of money being spent on artificial intelligence infrastructure,there are several ways for them to profit from the trend.
Image source: Getty Images.
AI hardware suppliers are set to deliver notable returns in 2026
Chip designers such as Nvidia (NVDA 3.27%) and AMD (AMD 4.86%), which are supplying high-end processors to power AI, have been among the top stock choices in the sector.These two make graphics processing units (GPUs), which excel in handling AI workloads rapidly due to their ability to break down certain types of complex calculations into many smaller ones and handle those pieces in parallel.
Nvidia has been the leading AI stock ever as 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.
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