By Keithen Drury
Publication Date: 2026-02-03 12:00:00
The AI race is still thriving in 2026.
With the first month of the year complete, it’s clear that there is one trend that isn’t going away: artificial intelligence. AI is going to be prevalent throughout 2026 (spoiler alert: It will also be that way for the next five years), and there are few better places to invest fresh capital than the computing leaders.
By investing in AI computing companies, you’re picking stocks that are making money right now and aren’t dependent on the overall success of the generative AI trend. Investors won’t know the full impact of generative AI for many years, and by then, trillions of dollars will have been spent with Nvidia (NVDA 2.84%), Broadcom (AVGO 0.06%), and Taiwan Semiconductor (TSM +3.23%).
This makes these three the best buys of February, and investors should consider loading up on them this month.
Image source: Getty Images.
Nvidia and Broadcom
Nvidia and Broadcom are each making computing units, but they are taking different approaches. Nvidia designs graphics processing units (GPUs), which are suited for a wide variety of tasks. Broadcom designs custom AI chips, which are designed for a specific workload in mind. Each of these companies is seeing rapid revenue growth, with Nvidia’s data center division (which encompasses its AI-focused products) growing to a 66% pace in the third quarter of fiscal year (FY) 2026 (ending Oct. 26) and Broadcom’s AI semiconductor division rising at a 74% pace.
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