Satya Nadella Says "All Software Is Being Rewritten." Here's 1 of the Best Artificial Intelligence (AI) Stocks to Own for 2026.

Group 1: Microsoft and AI Integration - Microsoft CEO Satya Nadella indicated that up to 30% of Microsoft's code was written by AI last year, with expectations that this percentage has increased [1] - Nadella stated that the amount of code written by AI is steadily increasing, with predictions that by 2030, 95% of the company's code might be AI-generated [2] Group 2: Taiwan Semiconductor Manufacturing - Taiwan produces 60% of the world's semiconductor chips and 90% of advanced semiconductor chips (7 nm or smaller), essential for high-end AI programs [4] - Taiwan Semiconductor Manufacturing (TSMC) is a "pure foundry" company with a dominant 72% market share in the semiconductor space as of Q3 2025, significantly ahead of Samsung at 7% [9] - TSMC is crucial for the semiconductor chip market and the AI data center hardware market, as it does not design chips but produces them on contract [7] Group 3: Nvidia and Market Dynamics - Nvidia controls 92% of the data center GPU market, with its GPUs being manufactured by TSMC, highlighting the interdependence between these companies [5] - Nvidia's top-of-the-line Blackwell chip is produced at a TSMC factory in Arizona, showcasing TSMC's role in supporting leading technology firms [6]