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An investment analyst has identified five tech stocks as strong AI picks. Nvidia's revenue rose 85% in its most recent quarter; Microsoft's annual recurring AI revenue crossed $37 billion（約5.9兆円） last quarter, up 123% year over year; Meta saw 33% revenue growth; and AWS grew revenue by 28% year over year in Q1. SanDisk is expected by Wall Street analysts to see 336% growth during Q4 of its fiscal 2026 and 122% in fiscal 2027.
Why it matters
The AI infrastructure build-out is expected to last through at least 2030, creating a long-term investing opportunity. Annual data center capital expenditures are projected to rise to the $3 trillion（約480兆円） to $4 trillion（約640兆円） range by 2030, and demand for memory chips currently far exceeds supply. AWS provides more than half of Amazon's operating profits, and these companies are positioned to capture significant revenue growth from sustained AI infrastructure spending.
What to watch
Amazon is spending $200 billion（約32兆円） on data center capital expenditures this year alone, and AWS's profit margins are substantially better than its e-commerce segment. Meta is developing AI glasses and a personal superintelligence model, either of which could drive major stock upside. The memory chip crunch is expected to persist for years, supporting continued demand for SanDisk's products.
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