A widely followed analysis says the three biggest names in AI chips still have room to run, which is good news for investors holding them.

• Nvidia, Broadcom and TSMC are picked as buy-now AI stocks, with possible gains of 50% to 100% over the next year and a half.
• The reason is spending: big cloud companies are expected to pour over $1 trillion into new data centers next year.
• Nvidia still owns the market for general AI chips, while Broadcom is building custom chips for cloud firms that want cheaper, more efficient options.
• TSMC wins either way, because neither Nvidia nor Broadcom makes its own chips and both depend on its factories.
• Nvidia's sales are expected to grow 70% next year, and Broadcom thinks its AI business can double in 2027 and again in 2028.

Outlook: The upside depends on the AI building boom holding up — if spending slows, those forecasts and the share prices go with it.