The Next $2 Trillion Titan: Meet the Unstoppable Stock Set to Join Nvidia, Apple, Microsoft, Amazon, and Alphabet by 2026

Wall Street's exclusive $2 trillion club is about to get a new member—and this contender's trajectory looks unstoppable.

The Elite Circle Expands

While Nvidia, Apple, Microsoft, Amazon, and Alphabet currently dominate the rarefied air of $2 trillion market caps, one emerging powerhouse is positioning to crash their party by 2026. The numbers don't lie—this isn't speculation, it's mathematical inevitability.

Market Momentum Building

Forget gradual growth—we're talking exponential scaling that mirrors the early trajectories of today's tech titans. The pattern repeats: identify the right technology at the right moment, execute flawlessly, and watch valuation barriers shatter.

Why This Time Is Different

Unlike traditional growth stories, this company bypasses conventional market limitations through technological disruption that creates entirely new revenue streams. They're not playing the game—they're rewriting the rules.

The analysts who missed Amazon's rise are now tripping over themselves to upgrade projections—because nobody wants to be the fool who doubted the next trillion-dollar story. Sometimes the market does get it right, even if for all the wrong reasons.

Image source: Getty Images.

Broadcom's custom AI accelerators are a massive growth driver

Nvidia has risen to the top because it makes the most popular graphics processing units (GPUs) on the market. GPUs are incredible devices that can process multiple calculations in parallel, and are useful for a wide variety of tasks. They can process gaming graphics, mine cryptocurrency, discover drugs, and process engineering simulations. However, their most popular use case by far over the last few years is AI.

However, GPUs aren't cheap, and many large Nvidia clients are looking for alternatives to GPUs. While they'll still be buying a ton of products from Nvidia, the drive to decrease costs and streamline calculations is where Broadcom enters.

Broadcom has taken a unique approach to the AI computing hardware game. Instead of trying to develop a wide-purpose computing unit to compete with Nvidia directly, it's partnering with various AI hyperscalers to develop custom AI accelerator chips directly with them. This approach has yielded several winning designs, as Broadcom's custom AI accelerators (which it calls XPUs) are tailored to a specific workload, allowing them to outperform Nvidia's GPUs at a lower cost point. They are inflexible devices, but when a computing unit is only going to see one workload type of its service life, this flexibility doesn't matter.

Broadcom's XPUs aren't computing devices for the masses. There are only four clients for its XPUs right now, but there are several more in the pipeline. While Broadcom doesn't divulge exactly who its clients are, stock analysts have largely linked these four clients to Alphabet,, ByteDance (TikTok's parent company), and OpenAI (its newest customer).

As more customers finish their designs with Broadcom, this could open a door to a huge market opportunity as AI hyperscalers attempt to increase computing power at a lower cost.

Broadcom's AI business has the potential to transform the company

Broadcom doesn't just do AI. It also has mainframe hardware and software, VIRTUAL desktop software via its acquisition of VMWare, and cybersecurity products, just to name a few. AI revenue isn't a huge part of Broadcom, but if growth rates maintain their current pace, it could easily transform into an AI-first business.

In Q3 of fiscal year 2025 (ending Aug. 3), Broadcom's overall revenue rose at a 22% pace to $16 billion. AI-specific revenue (which also includes its connectivity switch hardware) saw revenue rise 63% to $5.2 billion. For Q4, Broadcom expects $6.2 billion in AI-related revenue compared to $17.4 billion overall. That means the AI-centric share of revenue will rise from 33% to 36% in just one quarter. If that trend continues, Broadcom's AI-related revenue could be nearly half of its total by the end of 2026.

With how AI chip demand is going, I wouldn't be surprised to see this trend continue. This growth can easily push Broadcom's stock higher, taking it to the $2 trillion club by the end of next year. I still think Nvidia is a great chip company to own, but Broadcom's solutions are likely to grow at a quicker pace than Nvidia, making it one of the more compelling AI investment stories out there right now.