Gartner Says AI Spending Will Hit $2.5 Trillion in 2026. Here Are 3 Stocks That Could Benefit Most.

2026-03-04 14:47:00 ET

Artificial intelligence (AI) spending is not showing signs of slowing down. Gartner expects worldwide spending to increase 44% this year to $2.5 trillion. This growth could benefit several companies that offer cloud computing services, advanced chips, and software. Here are three stocks that could benefit most from the AI spending boom.

As AI spending stretches into the trillions, the companies providing the backbone infrastructure for cloud services will be obvious winners. Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) is one of the leading cloud computing providers. Google Cloud offers the complete stack across its Tensor Processing Units (TPUs), software tools, and expanding data center footprint.

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