2 Unstoppable Artificial Intelligence (AI) Stocks That Will Join Amazon in the $3 Trillion Club by 2027
Keithen Drury, The Motley Fool
Tue, August 11, 2026 at 7:35 PM GMT+5:30
5 min read
The $3 trillion club got a little more crowded following second-quarter earnings. Microsoft regained its position at this level and is nearly at the $4 trillion mark. Amazon briefly entered the $3 trillion club following the strong reception of its earnings, but has since dropped below the $3 trillion threshold. By the end of 2027, I’d expect both of these two to be solidly into the $4 trillion club, but with two additional members
Which two will join them? I think it will be Taiwan Semiconductor Manufacturing (NYSE: TSM) and Broadcom (NASDAQ: AVGO). These two have a ways to go, with TSMC currently valued at $2.2 trillion and Broadcom at $2 trillion. There’s enough business momentum to propel these two into the $3 trillion club by 2027, which would make them excellent investments right now
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The AI race is pushing these two higher
Both Taiwan Semiconductor and Broadcom are benefiting from the AI build-out
Taiwan Semiconductor (TSMC) is at the heart of AI computing, as the major names in the computing industry don’t manufacture any of their own chips; they only design them. TSMC is the top logic chip manufacturer in the world and manufactures chips for its clients. So, the company doesn’t really care whose computing unit is currently the most popular. As long as there is increased AI spending, its business will continue growing as well
Business looks bright for the future, so Taiwan Semiconductor recently announced an additional $100 billion investment in its U.S. facility in Arizona. That’s a major investment, and management clearly thinks that it can receive a strong return on that investment due to extreme AI demand from U.S. companies
One of Taiwan Semiconductor’s clients is Broadcom. In a way, Broadcom is similar to TSMC. The fastest-growing and most important part of Broadcom’s business is custom AI chips. Broadcom has partnered with AI hyperscalers to help them design computing units for AI workloads that they do not have the capabilities to make in-house. Then, Broadcom helps these hyperscalers manufacture the chips and manage the supply chains. This has proven to be a great business for Broadcom to be in, as it grew at a 143% pace during Q2 to $10.8 billion. But that’s just small potatoes compared to where it’s heading.
