The Motley Fool·2026-01-19 19:45Core Viewpoint - Artificial intelligence (AI) is expected to drive significant growth in the stock market in 2026, with a focus on AI infrastructure investments [1] Group 1: AI Computing Hardware Providers - Nvidia is the leader in AI computing, with unmatched graphics processing units (GPUs) and a strong ecosystem, leading to sold-out production capacity for cloud GPUs [4] - AMD is positioned as a second-choice GPU provider, potentially gaining market share as Nvidia's capacity is maxed out, presenting growth opportunities for AMD [6] - Broadcom is developing specialized computing units (ASICs) for AI, which could outperform GPUs in specific workloads, indicating a different approach to AI computing hardware [7][9] Group 2: Cloud Computing Providers - Alphabet and Amazon are heavily investing in AI through their cloud computing platforms, which are benefiting from the growing demand for AI workloads [10] - Google Cloud reported a 34% year-over-year revenue growth in Q3, while AWS saw a 20% increase, highlighting the strong demand for accessible AI computing power [12] - The trend of success in cloud computing for AI is expected to continue into 2026, with both companies likely to see significant returns on their investments in AI data centers [13]