The Motley Foolยท2025-11-26 21:00Core Viewpoint - The recent dip in artificial intelligence (AI) stocks presents a buying opportunity, as the sector is expected to grow significantly by 2026 despite concerns of a bubble [1][2]. Nvidia - Nvidia is a leader in the AI space, with its GPUs dominating the artificial intelligence accelerator market [3]. - Recent quarterly results showed a 62% revenue increase to $57 billion, with diluted earnings per share (EPS) rising by 67% [6]. - The company forecasts global data center capital expenditures could reach between $3 trillion and $4 trillion by 2030, indicating strong future growth potential [7]. AMD - AMD has improved its position in the AI accelerator chip market, with its CEO predicting a 60% compound annual growth rate for its data center division through 2030 [9]. - The overall compound annual growth rate for AMD is projected to be about 35%, making it a strong investment opportunity [11]. Broadcom - Broadcom is focusing on custom AI chips, partnering with hyperscaler clients to develop application-specific integrated circuits (ASICs) [12]. - The company reported a 63% year-over-year revenue increase to $5.2 billion, with expectations to rise to $6.2 billion in Q4 [14]. Taiwan Semiconductor - Taiwan Semiconductor is a key player in the AI hardware supply chain, benefiting from the growth of companies like Nvidia and AMD [15]. - The company reported a 41% year-over-year revenue increase, driven by strong demand for AI computing hardware [16].