Suppliers to AI companies are big winners of spending surge

A surge in AI spending — Gartner projects $2.52 trillion in 2026 (up 44% YoY) — is shifting value toward suppliers of chips, memory, cooling and fiber rather than end-user software vendors. The BestBrokers.com study highlights dramatic revenue gains (CoreWeave from $15.8M to $5.1B; Nvidia’s AI revenue from $14.6B to $167.9B) and strong stock outperformance for infrastructure-focused names (Palantir, Vertiv, Nvidia, Broadcom). The market is re-rating firms tied to AI-specific infrastructure while penalizing broader data-center incumbents (Intel, Marvell, Digital Realty, Equinix). Private capital into AI startups also jumped, with quarterly totals topping $56B since Q4 2024, amplifying demand for suppliers. Overall, the piece signals a bullish market impact for AI-infrastructure suppliers, benefiting stocks like NVDA.OQ and peers tied to GPUs, memory and data-center hardware.