Three AI stocks positioned for long-term growth: Nvidia expects global data center spending to reach $3 trillion–$4 trillion annually by 2030, Nebius projects annual run rate to rise to $7 billion–$9 billion by end of 2026, and IonQ holds the world record for quantum computer accuracy by one key metric.

Nvidia believes global data center capital expenditures will climb to between $3 trillion and $4 trillion annually by 2030, up from around $600 billion in 2025, driven by AI infrastructure build-out stretching over years.

Nebius, a neocloud company (focused on building AI-first cloud infrastructure), forecasts its annual run rate will rise from $1.25 billion at the end of 2025 to between $7 billion and $9 billion by the end of 2026, though the company is borrowing heavily to fund expansion.

IonQ currently holds the world record for the most accurate quantum computer by one key metric and is involved in military contracts, positioning it as a leader in quantum computing despite the risk that competing companies could advance faster.