Nvidia Gets All the Credit, but These 4 Stocks Are Quietly Capturing the $725 Billion AI Buildout | The Motley Fool

While Nvidia dominates headlines, a quartet of chipmakers is quietly capturing a share of the AI buildout valued at about $725 billion this year. The Motley Fool notes that hyperscalers will spend heavily on data centers and the chips that power them, with Nvidia leading and others fortifying the supply chain. Beyond Nvidia, the piece highlights Taiwan Semiconductor Manufacturing, Broadcom, and ASML as central players, with a fourth supplier contributing to hardware resilience.

TSMC controls roughly 72% of the global foundry market by revenue and is expanding capacity to meet surging AI demand, including newer process nodes. Analysts expect TSMC earnings to grow about 22% annually over the next three to five years, reflecting the AI-driven upcycle and ongoing capacity investments. Broadcom’s XPUs offer customized AI acceleration for customers such as Alphabet, OpenAI, and Anthropic, with AI chip revenue potentially surpassing $100 billion next year as hyperscale deployments accelerate. ASML remains the world’s only supplier of EUV lithography machines, a position that underpins chip manufacturing even as export-control tensions complicate the supply chain.