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Prediction: 2 Unstoppable Artificial Intelligence (AI) Hardware Leaders That Will Join Alphabet in the $4 Trillion Club by 2028 | The Motley Fool

Prediction: 2 Unstoppable Artificial Intelligence (AI) Hardware Leaders That Will Join Alphabet in the  Trillion Club by 2028 | The Motley Fool

By Keithen Drury
Publication Date: 2026-08-14 08:15:00

The $4 trillion market cap club is a fairly exclusive membership body. There are only four members, and Alphabet (GOOG -0.12%) (GOOGL -0.13%) is one of them. However, over the next few years, I think more companies will join Alphabet, including Taiwan Semiconductor Manufacturing (TSM -0.96%) (TSMC) and Broadcom (AVGO -5.94%). These two hardware providers have a ton of growth ahead of them, and both of them can about double to gain entry into the club.

Finding stocks that can double in just a few years isn’t easy, but I think these two are primed to do it.

Image source: Getty Images.

TSMC and Broadcom have a massive growth catalyst in front of them

To reach the $4 trillion club, both of these companies must have some major business growth ahead, which they do. Both are major beneficiaries of AI spending, and with AI spending projected to continue rising over the next few years, these two are in great shape.

TSMC is probably the easiest winner to pick in this sector, as its logic…

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