Four Great Stocks to Invest in Right Now for Maximum AI Growth

If you’re sitting on $5,000 in investment capital and are looking for opportunities beyond your emergency fund needs, the artificial intelligence revolution presents compelling options. The companies positioned at the forefront of AI infrastructure development represent some of the best opportunities to invest in right now, and industry analysts project sustained growth well into the next decade.

Four standout companies—Nvidia, Broadcom, Taiwan Semiconductor Manufacturing, and Microsoft—offer different angles to capitalize on this trend. Each provides a distinct pathway to benefit from the ongoing AI spending surge, making them great stocks to consider for a diversified AI portfolio.

Why AI Infrastructure Represents the Investment Opportunity

The demand for AI computing power continues to accelerate. Companies are spending heavily on the infrastructure required to train and deploy sophisticated AI systems, and this spending trajectory shows no signs of slowing. With major technology firms committing massive budgets to AI capabilities, the suppliers of critical components are positioned to profit substantially. This makes the current moment an ideal time to invest in companies driving this transformation.

Nvidia: The Essential Computing Power Provider

Nvidia has achieved its position as the world’s most valuable company by market capitalization through its dominance in graphics processing units (GPUs)—the computing engines that power AI model development. The company’s position as the essential infrastructure provider for AI training and deployment remains unmatched.

Despite three consecutive years of robust growth, Wall Street analysts forecast Nvidia will expand earnings by 52% in fiscal 2027. Even as some investors worry about potential AI market saturation, the reality suggests Nvidia functions as the foundational technology provider—akin to supplying the essential tools during a resource boom. The company maintains strong staying power regardless of how the market evolves.

For investors seeking great stocks to invest in with clear multi-year growth catalysts, Nvidia presents a straightforward case. The projected growth trajectory makes this holding an attractive long-term position.

Broadcom: The ASIC Alternative Taking Market Share

Broadcom pursues a different competitive strategy than Nvidia rather than directly competing for GPU market dominance. The company has engineered application-specific integrated circuits (ASICs)—specialized computing units optimized for particular workload types, especially those required for AI processing. These chips deliver performance advantages over traditional GPUs for specific applications while typically costing less.

The efficiency gains from ASICs appeal strongly to hyperscale operators managing enormous infrastructure spending. Broadcom projects AI semiconductor revenue will double year-over-year in the coming quarter—significantly outpacing Nvidia’s growth rate. While these specialized chips won’t completely displace GPUs, they’re capturing growing market share in specific segments where their architecture provides clear advantages.

Both companies can succeed simultaneously given the massive scale of AI infrastructure buildout. For investors seeking alternative exposure to great stocks in the AI hardware space, Broadcom offers compelling differentiation.

Taiwan Semiconductor: The Foundational Manufacturer

Taiwan Semiconductor Manufacturing Company (TSMC) occupies a critical position in the AI ecosystem through its unmatched semiconductor fabrication technology. No other foundry possesses TSMC’s combination of technological capability and production capacity needed to manufacture chips designed by competitors like Nvidia and Broadcom.

This singular capability makes TSMC the preferred manufacturing partner for every major technology company competing in the AI arms race. The company benefits from accelerating demand without competing in product markets—a neutral way to invest in AI infrastructure growth. With industry projections showing elevated AI spending persisting through at least 2030, TSMC enjoys an extended runway for expansion.

Wall Street analysts anticipate 31% revenue growth this year with 22% growth projected for the following year (measured in New Taiwan dollars). Despite currency fluctuation effects, these represent excellent results and justify serious investor consideration. For those seeking to invest in core infrastructure without picking individual application winners, TSMC represents a great stock selection.

Microsoft: Application Layer Opportunity at Attractive Valuation

Microsoft operates across both segments of the AI value chain—both infrastructure and applications. The company’s Azure cloud computing platform is gaining market share while generating rapid revenue acceleration. During the second quarter of its 2026 fiscal year (ending December 31, 2025), Azure revenues surged 39% year-over-year.

More significantly, Microsoft maintains a $625 billion backlog across this business unit, indicating substantial future revenue visibility. This future commitment underscores the continued demand for Azure’s AI capabilities.

Following the recent quarterly report, market reactions created a temporary decline in Microsoft shares. The stock now trades at 25 times forward earnings—the lowest valuation levels seen in recent periods. This represents a rare opportunity where an excellent company trading at reduced multiples makes an attractive entry point.

Investors seeking to invest in companies with established AI applications and commanding market positions should view this temporary pullback as an opportunity to accumulate shares of a great stock at a more favorable price.

Building Your AI Infrastructure Portfolio

These four companies represent the most significant investment opportunities in the AI infrastructure and application buildout. Whether focusing on GPU design, specialized chip development, foundry capabilities, or cloud applications, each position offers distinct exposures to the AI revolution.

The combination creates a diversified portfolio for investors ready to commit capital to the secular growth trend reshaping technology investment. For those asking whether now represents the right time to invest in these great stocks, the answer lies in understanding that AI infrastructure buildout will accelerate throughout this decade. Building positions in quality companies trading at reasonable valuations in right now may prove one of the most consequential decisions for long-term portfolio performance.