Four AI-related Shares with Potential for Substantial Profits
The world of cloud computing is experiencing a significant surge, fueled by the increasing demand for AI workloads. This trend suggests continued growth for major players such as Amazon, with its cloud computing arm Amazon Web Services (AWS).
In its most recent quarter, AWS reported a revenue increase of 17%. This growth is a testament to the company's dominance in the cloud computing space, a market it leads as the market share leader.
Nvidia: AI Revolution Drives Growth
Nvidia, a leading player in the AI revolution, is poised for extremely strong growth. The company dominates the data center GPU market with an estimated 85% share of the AI accelerator market. The data center GPU market is expected to grow from $25.13 billion in 2024 to $81.07 billion by 2030, at a Compound Annual Growth Rate (CAGR) of 21.55%.
Nvidia's CEO projects the data center total addressable market reaching $1 trillion by 2028, targeting a 25-30% market share. This ambitious goal suggests potential for 10x revenue growth over current run rates. In Q1 FY2026, Nvidia's revenue grew 73% year-over-year in data center sales, underscoring the rapid expansion due to AI training demand. Financial models forecast Nvidia could capture over $1 trillion cumulatively through 2030 from AI-related revenue.
TSMC: Essential Chip Manufacturer
Taiwan Semiconductor Manufacturing Company (TSMC) plays a crucial role as the leading chip manufacturer supplying Nvidia and other AI hardware leaders. While specific growth rates for TSMC were not provided, the company benefits from the massive increase in AI chip demand. Given the explosive AI data center market growth—from $236 billion in 2025 to nearly $934 billion by 2030 at a CAGR of 31.6%—TSMC’s semiconductor fabrication business is expected to see strong growth aligning with this trend. Its advanced semiconductor nodes are vital for AI accelerator chips.
Digital Realty: Growth Through Data Centers
Digital Realty, a major data center Real Estate Investment Trust (REIT), stands to benefit from the AI and cloud expansion due to increased hyperscale data center demand. The AI data center market is forecast to grow at a 31.6% CAGR, reaching $933.76 billion by 2030. Drivers include rising AI workloads, government investments, and green data centers. While no direct stock growth rate is provided, the expected boom in hyperscale and AI data center infrastructure indicates solid long-term growth potential for Digital Realty.
Amazon: Cloud Infrastructure and AI Services
Amazon (via AWS) is a key player in the cloud infrastructure space, benefiting from AI and GPU as a service. The GPU as a Service market is projected to reach $26.62 billion by 2030, with a strong CAGR driven especially by hybrid cloud deployments used for scalable AI workloads. AWS is a dominant cloud player integrating GPUs and AI services. Although specific Amazon growth projections tied solely to AI/cloud are not given, the broader cloud infrastructure trend (driven by AI demand) implies robust AWS revenue growth.
In summary, Nvidia offers the most directly quantifiable and aggressive revenue growth outlook in AI hardware, driven by its dominant market share and technology leadership. TSMC benefits as an essential AI chip fabricator amid explosive semiconductor demand. Digital Realty and Amazon benefit from the rapid expansion of AI and cloud computing infrastructure, with growth rates for data centers and cloud GPU services in the 20-30%+ CAGR range through 2030. These factors indicate strong growth potential and returns for each company within their roles in the AI/cloud ecosystem over the next several years.
Digital Realty (DLR) is a REIT that specializes in the data center space and pays out 90% of its taxable income as dividends, as required by REITs.
Amazon (AMZN) is a significant player in AI, primarily through its cloud computing platform, AWS. AWS accounted for 63% of Amazon's total Q1 profits, indicating Amazon's growing reliance on cloud computing.
AWS provides tools for companies to deploy and build generative AI-powered applications.
- Nvidia's projected data center total addressable market reaching $1 trillion by 2028 suggests potential for 10x revenue growth over current run rates, primarily driven by the AI revolution.
- TSMC is a leading chip manufacturing supplier to AI hardware leaders and stands to benefit from the massive increase in AI chip demand, due to the AI data center market's expected growth from $236 billion in 2025 to nearly $934 billion by 2030.
- Amazon's AWS, a dominant cloud player integrating GPUs and AI services, benefits from the growing reliance on cloud infrastructure, implying robust revenue growth, especially considering the GPU as a Service market is projected to reach $26.62 billion by 2030, with a strong CAGR driven by hybrid cloud deployments used for scalable AI workloads.
