Three AI chip companies — Nvidia, Broadcom and TSMC — are being tipped as strong buys right now, with possible gains of 50% to 100% over the next year and a half. Good news for investors betting the AI buildout keeps running.

• Big tech firms are expected to spend over $1 trillion on data centers next year, and chip suppliers get paid first.
• Nvidia still rules the AI graphics chip market, while Broadcom is winning work building custom chips for those same customers.
• TSMC makes the chips for both, so it wins either way — neither Nvidia nor Broadcom has its own factories.
• Nvidia expects sales to grow 70% next fiscal year, and Broadcom thinks its AI revenue could double in both 2027 and 2028.
• The upside case assumes the AI spending boom holds up and those growth forecasts actually come true.

Outlook: If AI construction spending stays at its current pace, all three should keep benefiting — but the whole case falls apart if the boom cools.