AI infrastructure providers—chip makers and data center equipment suppliers—are positioned for sustained growth as major tech companies continue massive capital investments, with Nvidia, Broadcom, and Vertiv each projecting strong earnings expansion through 2027.

What happened: Nvidia anticipates $1 trillion（約160兆円） in total orders for its Blackwell and Vera Rubin chip platforms across 2026 and 2027. Broadcom's AI semiconductor revenue grew 143% year over year to $10.8 billion（約1.7兆円） in its fiscal 2026 second quarter and is projected to exceed $100 billion（約16兆円） in 2027. Vertiv's organic sales in the Americas grew 44% to $1.8 billion（約2900億円） as data center construction accelerates.

Why it matters: Unlike chatbot makers (OpenAI, Anthropic), these infrastructure suppliers are already public, offering investors direct exposure to AI growth without waiting for IPOs at inflated valuations. Wall Street estimates Nvidia's revenue will reach $551.7 billion（約88兆円） next fiscal year, Broadcom's long-term earnings growth at nearly 46% annualized, and Vertiv's at more than 32% annualized—all sustained by big tech companies' continued AI spending.

What to watch: Vertiv trades at a lofty 49 times its 2026 earnings estimates, so investors may prefer to dollar-cost average into a position rather than wait for a pullback. Nvidia trades at 23 times 2026 earnings with a market cap around $5 trillion（約800兆円）, while Broadcom (33 times 2026 earnings, $1.8 trillion（約290兆円） market cap) has more room for growth but remains expensive relative to Nvidia.