Nvidia and Broadcom chip orders surge past $1 trillion through 2027 as AI infrastructure boom continues

Yahoo Finance AI · 2026年4月25日

AI要約

•Nvidia CEO Jensen Huang announced the company has $1 trillion in cumulative orders for Rubin and Blackwell AI chips through 2027—roughly 4.6× its trailing 12-month revenue of $216 billion. Wall Street expects Nvidia's revenue to more than double by end of 2027. Broadcom's custom AI chip business is projected to grow from current levels to over $100 billion in revenue by end of next year.
•Unlike the recent 20–30% stock rally in March (when growth stocks were heavily sold off), these two companies still have room to run because their current valuations don't yet reflect their expected revenue doubling over the next two years based on AI buildout alone—meaning shares could realistically double from today's prices if forecasts hold.
•For investors deciding whether to buy now: Microsoft stock remains 20% below its all-time high despite recovering from a March sell-off, while Nvidia and Broadcom have rallied closer to peaks. The takeaway is that even investors who missed the March dip still have entry points across all three stocks, given the scale of the AI infrastructure orders ahead.

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