It’s a funny thing, investing. Most people, if they’re honest, dabble. A bit here, a bit there, spreading their funds around like crumbs for the financial pigeons. Perfectly sensible, in a way. But every now and then, you encounter someone who’s put most of their eggs in, shall we say, a particularly high-tech basket. A bit risky, certainly, but sometimes, just sometimes, the rewards can be… substantial. And right now, that basket, increasingly, seems to be labelled ‘Artificial Intelligence’.
Nvidia, of course, has already done rather well out of all this. A truly impressive performance, and one that’s left a good many people feeling rather clever. But the AI story is far from over, and there are other players poised to benefit. Two in particular, if you’re inclined to be optimistic, look particularly interesting. They’re not necessarily household names – yet – but they’re worth a closer look, especially if you’re hoping to outperform the S&P 500 in the coming years.
Iren: Powering the Future, One Data Center at a Time
Now, Iren. A name that doesn’t exactly roll off the tongue, does it? But what they do is rather vital. They provide data centers – essentially, enormous warehouses filled with computers – and, critically, the power to run them. You see, all this AI processing requires an astonishing amount of electricity. It’s a bit like trying to run a small city, only the city is entirely composed of servers. And Iren, it turns out, is well-positioned to manage this particular bottleneck. They’ve secured a five-year, $9.7 billion contract with Microsoft to provide 200 megawatts of power, and their Sweetwater 1 site, due to be operational in April 2026, is a rather impressive undertaking.
To put that into perspective, that’s enough energy to support seven Microsoft deals. They’re aiming for $3.4 billion in annual recurring revenue by the end of 2026, and they’ll only be using 16% of their secured grid-connected power to achieve it. It’s a bit like having a vast reservoir of potential, and only dipping your toe in. Iren originally made its money from cryptocurrency mining – a world that, let’s be honest, can feel a little… unpredictable. But they’ve wisely pivoted towards AI, recognizing where the real growth lies. The Microsoft deal alone brings in $1.94 billion annually. They were previously expecting $200-250 million by the end of 2025. If they deliver on their current projections, they’ll rather spectacularly smash those expectations.
Broadcom: The Chip Whisperer
Then there’s Broadcom. They don’t make the general-purpose AI chips that everyone’s talking about – Nvidia handles that rather nicely. Instead, they design custom chips for tech giants, tailored to their specific needs. Think of it like a bespoke suit, rather than something off the rack. AI chips are, of course, the bedrock of this whole AI boom, and Broadcom’s recent financial results suggest they’re still a major player.
Their sales jumped by 28% year over year in fiscal 2025’s Q4, with AI sales increasing by a rather impressive 74%. Guidance suggests revenue from this segment will more than double year over year in fiscal 2026’s Q1. They’ve also managed to almost double their net income year over year, and are rapidly approaching 50% net profit margins. Broadcom is, admittedly, a more well-known entity than Iren. It’s the type of stock that proves winners can keep on winning – they’ve gained almost 700% over the past five years, and look likely to extend those gains in 2026. It’s a bit like a well-oiled machine, relentlessly churning out profits.
Of course, investing always involves risk. There are no guarantees, and the future is, by its very nature, uncertain. But if you’re looking for companies poised to benefit from the AI revolution, Iren and Broadcom are certainly worth considering. Just remember, even the most carefully considered investment can be subject to the whims of fate. And sometimes, all you can do is sit back, observe, and hope for the best.
Read More
- 39th Developer Notes: 2.5th Anniversary Update
- TON PREDICTION. TON cryptocurrency
- Bitcoin’s Bizarre Ballet: Hyper’s $20M Gamble & Why Your Grandma Will Buy BTC (Spoiler: She Won’t)
- The 10 Most Beautiful Women in the World for 2026, According to the Golden Ratio
- Gold Rate Forecast
- Senate’s Crypto Bill: A Tale of Delay and Drama 🚨
- Lumentum: A Signal in the Static
- Actors Who Jumped Ship from Loyal Franchises for Quick Cash
- Berkshire After Buffett: A Fortified Position
- Celebs Who Fake Apologies After Getting Caught in Lies
2026-01-22 00:32