AI Is Moving Into Everyday Business — These 5 Stocks Sit Squarely in the Path of the Surge

Rich Duprey

Mon, September 7, 2026 at 7:52 PM GMT+3 6 min read

Quick Read

Goldman Sachs projects U.S. data center power demand doubling to 66 gigawatts by 2027, with nearly half of all businesses soon running AI daily.
NVIDIA's Data Center revenue surged 117% to $89 billion while Broadcom projects AI semiconductor revenue reaching $230 billion by fiscal 2028.
Vertiv's free cash flow surged 234% as shares climbed 73% year to date, while Nebius Group revenue exploded 454% to $582 million.
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AI is embedding itself in ordinary business operations, and the compute footprint required to sustain that shift is expanding faster than the industry can build. Goldman Sachs Global Investment Research finds that 22.4% of firms are already using AI in their regular business functions, while another 25.9% expect to begin using it within the next six months. If those plans convert, more than 48% of businesses could soon be running AI in daily operations. That is the demand curve behind the AI infrastructure buildout. Goldman also projects United States data center power demand rising from roughly 31 gigawatts in 2025 to 66 gigawatts by 2027, while the IEA expects global data center electricity use to climb from about 485 terawatt-hours in 2025 to 950 terawatt-hours by 2030. The clearest beneficiaries are the companies selling the picks, shovels, wires, and power gear.

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1. NVIDIA (NASDAQ: NVDA)

NVIDIA (NASDAQ:NVDA) is the foundational AI compute layer. Q2 FY27 revenue hit $96.22 billion, up 105.8% year over year, with Data Center revenue of $89.02 billion, up 117%. Management guided Q3 to $108.0 billion plus or minus 2% and expects revenue to grow approximately 70% in fiscal 2028. CEO Jensen Huang framed the moment bluntly: "This is a supply-constrained outlook", adding that "our entire supply chain is challenged". Vera Rubin has orders from every major hyperscaler and is expected to be the fastest ramp in company history, with revenue per gigawatt climbing from roughly $18 billion under Hopper to $25 billion for Blackwell and $40 billion for Vera Rubin. Shares are up 23.67% year to date. Key risks: memory pricing, China exposure, and the sheer scale of hyperscaler capex commitments.

2. Broadcom (NASDAQ: AVGO)

Broadcom (NASDAQ:AVGO) is the custom silicon and AI networking counterweight to NVIDIA. Q3 FY26 revenue was $29.59 billion, up 85.5%, with AI semiconductor revenue of $16.7 billion, up 221% year over year. CEO Hock Tan expects fiscal 2027 AI revenue of roughly $115 billion and fiscal 2028 AI semiconductor revenue of $230 billion, powered by TPU work for Google, Anthropic's Ironwood and TPU v8i deployments, and OpenAI's Jalapeno accelerator. AVGO also taped out Tomahawk 7, the industry's first 200 terabit per second Ethernet switch. Shares trade near $357.90. The risk is stark customer concentration among a handful of frontier labs and hyperscalers.

3. Arista Networks (NYSE: ANET)

Arista Networks (NYSE:ANET) owns the Ethernet fabric that lets thousands of GPUs behave like one machine. Q2 FY26 delivered its first $3 billion quarter at $3.036 billion, up 37.7%, with non-GAAP EPS of $1.02. Management raised the 2026 outlook to roughly $12.6 billion and now serves more than 100 cumulative EtherLink AI-fabric customers. CEO Jayshree Ullal argues "networking is the central nervous system for infrastructure from the client to campus to data and AI centers". The stock is up 47.89% year to date. The catch: Ullal warned that industry-wide component tightness may not ease until 2028.

4. Vertiv Holdings (NYSE: VRT)

Vertiv Holdings (NYSE:VRT) supplies the power trains, thermal loops, and liquid cooling that make AI factories physically possible. Q2 2026 revenue was $3.274 billion, up 24.1%, adjusted operating margin expanded 410 basis points to 22.6%, and free cash flow rose 234% to $925.3 million. FY2026 guidance was raised to $13.80 billion to $14.20 billion in sales with adjusted EPS of $6.65 to $6.75. Vertiv is co-developing 800 volt DC power architectures with NVIDIA and just announced the acquisition of UtilityInnovation Group to accelerate time to power for AI data centers. Shares are up 73.23% year to date. Watch execution risk on multi-phase hyperscale projects and EMEA softness.

5. Nebius Group (NASDAQ: NBIS)

Nebius Group (NASDAQ:NBIS) is the neocloud sitting between GPU scarcity and enterprise demand. Q2 2026 revenue exploded 454% year over year to $582.3 million, with the AI Cloud segment up 514% and remaining performance obligations of $37.5 billion. Nebius raised its year-end contracted power target to 5 gigawatts, and NVIDIA identified Nebius as the first customer for volume Groq 3 LPX shipments. Its first capacity auction cleared at 15% above the highest price it had ever charged for Blackwell. Shares have surged 170.46% year to date. Risks: heavy capex, convertible dilution, and three customers accounting for 24%, 21%, and 14% of Q2 revenue.

Conclusion: One Buildout, Five Pressure Points

The through-line is simple. Top hyperscaler capex is tracking toward nearly $800 billion in 2026 and $1.3 trillion in 2027, and cloud backlog already exceeds $2 trillion. Compute, custom silicon, Ethernet fabrics, power and cooling, and neocloud capacity are all bottlenecks at once. That creates real earnings leverage for these five names, but also concentrated risk: memory pricing, tariff exposure, land and power permitting, and heavy dependence on a small set of frontier-model customers. Beyond the chipmakers, the suppliers wiring, cooling, and powering the buildout are where a lot of the quieter money is being made, and we profiled seven of them in a free report you can grab here. If everyday AI adoption follows the Goldman survey trajectory, the constraint will remain physical for years.

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