Rising inflation and the possibility of higher interest rates are pushing investors toward defensive stocks, but three AI infrastructure firms—Nvidia, CoreWeave, and Broadcom—are positioned to deliver strong growth over the coming years. Nvidia is expected to grow revenue and earnings at 46% annually through fiscal 2029, while Broadcom's AI chip business is on track to reach $100 billion（約16兆円） in sales by fiscal 2027. These companies may offer downside protection and growth potential for investors concerned about rate hikes.
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A stock analyst identified Nvidia, CoreWeave, and Broadcom as three AI stocks worth buying even if inflation and higher interest rates trigger a retreat from growth stocks. The three companies have different roles: Nvidia produces data center GPUs, CoreWeave provides dedicated AI infrastructure, and Broadcom makes custom AI chips for inference tasks.
Why it matters
Higher U.S. inflation (4.2% year over year in May, well above the Fed's 2% target) may prompt the Federal Reserve to raise rates again, which typically drives investors away from higher-growth stocks. However, these three firms are positioned to grow significantly despite near-term market headwinds—Nvidia is expected to see 46% revenue and EPS growth from fiscal 2026 to fiscal 2029, while Broadcom's AI chip sales are forecast to reach at least $100 billion（約16兆円） by fiscal 2027. For business decision-makers, the implication may be that AI infrastructure buildout may continue regardless of broader rate cycles.
What to watch
Broadcom's AI chip sales jumped 65% to $20 billion（約3.2兆円） in fiscal 2025 (ended November), accounting for 31% of its revenue. By fiscal 2027, the company expects AI chip sales to reach at least $100 billion（約16兆円）, or 58% of projected revenue of $172 billion（約28兆円）. CoreWeave expanded from three data centers at end of 2022 to 49 centers across the U.S. and Europe, and analysts expect its revenue to grow at a 99% CAGR from 2025 to 2028.
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