2 "Blue Chip" Artificial Intelligence (AI) Stocks to Buy for 2026 and Beyond

Most of the maturation happening successful artificial quality (AI) has been driven by bundle and chatbots, but that means we haven't seen thing yet. Morgan Stanley's latest probe says it's inactive the aboriginal innings, with firm spending estimated to scope $10 trillion successful the AI concern cycle.

Investors tin bash good by sticking with the bluish spot leaders successful the semiconductor industry, arsenic chips are the instauration of AI. Here are 2 prime spot stocks with compelling valuations to commencement 2026.

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Training AI models requires tons of processing power, which tin sometimes mean thousands of graphics processing units (GPUs) moving simultaneously successful information centers. Nvidia (NASDAQ: NVDA) not lone makes the astir almighty GPUs, but it's besides tally by a astute absorption squad that knows it needs to enactment a fewer steps up of the contention to support its edge.

Demand for Nvidia's chips remains robust, driving a 66% year-over-year summation successful its information halfway concern successful the caller quarter. But it's widening its competitory moat by expanding beyond GPUs.

Nvidia is offering implicit computing systems that bundle aggregate chips and components. Its caller Rubin level could beryllium a game-changer erstwhile it starts shipping aboriginal this year. Compared to its existent Blackwell procreation all-in-one platform, Rubin volition usage six antithetic chips, including Nvidia's Vera cardinal processing units (CPUs), Rubin GPUs, and Bluefield-4 information processing units (DPUs), to present an estimated 5x of what Blackwell produces, starring to a almighty and much businesslike AI supercomputer.

With Rubin, Nvidia is providing the compute powerfulness to tally tomorrow's information centers, oregon AI factories. Rubin promises to importantly trim the outgo of moving precocious AI models for information centers. This volition alteration faster improvement and adoption of agentic AI, which tin execute a bid of tasks autonomously for the user.

Nvidia is reasoning astir wherever AI is headed successful 10 years and gathering the products needed for that aboriginal today. The unthinkable request for its products means it is efficaciously printing wealth from the prices it tin set, with nett income reaching $99 cardinal implicit the past twelvemonth connected $187 cardinal of revenue. Nvidia's profitability and ascendant pb successful the GPU marketplace are wherefore it has earned blue-chip presumption for investors.

Nvidia investors should expect coagulated returns from here, arsenic the banal trades astatine a blimpish 24 times guardant net estimates. This valuation provides the imaginable for fantabulous returns implicit the adjacent and agelong terms.