2 Unstoppable Stocks That Could Join Apple, Nvidia, Microsoft, and Alphabet in the $3 Trillion Club by 2030

Core Insights - Investing in AI infrastructure leaders like Amazon and Broadcom could yield significant returns as they are positioned to capitalize on the growing demand for AI and automation technologies [1][2]. Amazon - Amazon is a key player in the global AI infrastructure, holding a 29% market share in cloud computing as of Q3 [3]. - The company has doubled its data center capacity to 3.8 gigawatts in the past year and plans to double it again by 2027 [3]. - AWS achieved an annualized revenue run rate of $132 billion in Q3, with a backlog of $200 billion, which is expected to grow further [5][6]. - A notable partnership with OpenAI worth $38 billion will enhance AWS's revenue streams and validate its role in AI model training [6]. - Analysts project AWS growth of 25% in 2026, with each $15 billion added to its backlog translating to a 1 percentage point growth [7]. - Amazon's revenue is expected to rise from $714.4 billion in 2025 to $1.2 trillion by 2030, potentially leading to a market cap of nearly $4.1 trillion by the end of the decade [8]. - Current market capitalization stands at $2.36 trillion, indicating a potential appreciation of nearly 73% over the next five years [9]. Broadcom - Broadcom's custom accelerators and networking solutions are in high demand, leading to a 22% year-over-year revenue increase to $16 billion in Q3 [10]. - The company expects significant deployment of its XPUs by major hyperscaler customers, estimating a serviceable addressable market of $60 billion to $90 billion by 2027 [12]. - Broadcom has partnered with OpenAI to develop next-generation AI clusters, anticipating AI revenue growth exceeding 60% in fiscal 2026 [13]. - Networking products are crucial for AI clusters, enabling efficient data movement and communication [14]. - Broadcom's infrastructure software business is also a high-margin opportunity, contributing to its growth [15]. - Analysts forecast revenue growth from $63.3 billion in fiscal 2025 to $189.3 billion by fiscal 2030, with a potential market cap exceeding $3.2 trillion [16]. - Current market capitalization is nearly $1.72 trillion, suggesting a return of 68% to 86% over the next five years [17].