Capital DailyCapital Daily
Markets · Investing · Business
Capital DailyCapital Daily
Finance

$1.3 Trillion in Projected Data Center Spending in 2027 Makes These Stocks No-Brainer Buys

AI hyperscalers have no plans to slow down spending in 2027.

$1.3 Trillion in Projected Data Center Spending in 2027 Makes These Stocks No-Brainer Buys

Published September 4, 2026 · Category: Finance

Overview

Nvidia (NASDAQ: NVDA) released a nugget of information during its Q2 earnings call. It noted that it believes the big five AI hyperscalers will spend around $1.3 trillion in capital expenditures during 2027. That's a simply incredible figure, and it shows there will be much more spending on AI hardware and infrastructure in 2027.

That bodes well for several stocks, but the four I think will benefit most are Nvidia, Broadcom (NASDAQ: AVGO), Taiwan Semiconductor (NYSE: TSM), and Micron (NASDAQ: MU). If you don't own these four, now is the perfect time to scoop up shares, as the growth in 2027 could send these stocks soaring.

Image source: Getty Images.

Details

Continue reading

Source

Originally published at www.fool.com.

Related Articles

CD
Capital Daily Newsroom

Capital Daily covers markets, crypto and commodities for Asia & the Middle East — tier-1 desk research, AI-driven analysis, institutional-grade data. Tip our newsroom: [email protected]

Email the newsroom →
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.