3 Stocks to Buy as AI Infrastructure Continues to Surge

With Alphabet and Amazon increasing their 2026 capital expenditure budgets for AI infrastructure, three semiconductor and memory companies are well-positioned to benefit: Nvidia leads in AI training and inference with its GPUs and networking portfolio; SK Hynix dominates the high-bandwidth memory market with over 50% share; and TSMC is the only company capable of manufacturing advanced chips at scale for AI data centers.