The artificial intelligence market, they say, will be worth a lot of money soon. Over two trillion dollars by 2032, if you believe the numbers. A growth rate of over 30 percent. It’s a lot of money, really. Enough to make you wonder what we’ll do with it all. So it goes.
Nvidia
Nvidia is doing well. They’re selling things people want, mostly to help computers think. Demand is strong, and they’re talking about platforms called Blackwell and Rubin. It’s all very technical. They claim these platforms will bring in around $500 billion in revenue. A lot of zeros. They’ve already shipped some of that money, of course. It’s funny how money moves, isn’t it?
They’re not just selling chips anymore, though. They’re selling entire systems. Servers, infrastructure, the whole shebang. It’s like they’re building the brains of the future, one server rack at a time. The Rubin system, they say, will be more efficient. Less cost per unit of thinking. As if that’s what matters. It’s all about efficiency, isn’t it?
They expect to capture a significant share of the AI infrastructure spending. Three to four trillion dollars by 2030. It’s a lot of money. Enough to solve some problems, perhaps. Or to create new ones. So it goes.
Alphabet
Alphabet, the company that knows everything about you, is also doing well. They make money from digital advertising. Still. It accounts for most of their revenue. A reliable business, advertising. People will always want to sell things. And people will always want to buy them. It’s a simple equation. They’re also using AI to improve their search results. AI Overviews, they call it. It summarizes things for you. Saves you the trouble of thinking. Progress, I suppose.
Google Cloud is growing, too. They have a backlog of $155 billion. Mostly for AI infrastructure. They’re selling tensor processing units and GPUs. And a family of models called Gemini. It’s all very impressive. They also have almost $100 billion in cash. Enough to fund aggressive AI investment. And dividends. And share buybacks. A well-funded machine. So it goes.
Broadcom
Broadcom is making the chips that power the AI machine. They’re selling custom AI chips to hyperscalers. Those are the big data centers. Demand is strong. Their AI revenue increased 65 percent last year. To $20 billion. They have a backlog of $73 billion. For the next 18 months. It’s a lot of chips. And a lot of money. They’re securing orders from Anthropic and other hyperscalers. Expanding their customer base. It’s a good business, building the infrastructure for the future. If there is a future, that is.
They’re also working on the networking challenges of large-scale AI. Building switches to handle the bandwidth. Their Tomahawk 6 switch is in high demand. The stock trades at 23.7 times forward earnings. Not cheap. But considering the tailwinds, it appears well positioned. A durable role in the global AI market. Even at elevated valuations. So it goes. It all feels…inevitable, doesn’t it?
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2026-01-19 16:53