The artificial intelligence market is prosperous. Bain records the total cultivated market for artificial intelligence devices and programs will grow 40 % to 55 % annually, reaching 780 billion dollars to $ 990 billion by 2027.
This growth enables companies that provide artificial intelligence tools, such as chips for data centers, to take advantage of the high demand for infrastructure that supports artificial intelligence applications. Nafidia(Nasdaq: nvda) and Broadcom(NASDAQ: AVGO) It stands out as the leaders of AI Megatrend. They turn into cash flow machines. Both produce an abundance of money to the point that they restore most of the growing surprises of the shareholders.
Photo source: nvidia.
Nafidia GPU’s leading computing, a technology that benefits from a specialist Semiconductor And algorithms to enhance the speed of operations dense account within the applications. This advanced technology is very important to support innovations such as artificial intelligence and robots. It is not surprising, that technology companies that focus on artificial intelligence outperform the semiconductors of artificial intelligence in NVIDIA to convert data centers to giant computers.
The semiconductor company achieved $ 46.7 billion of revenues in the second quarter of the recently completed. This increased by 6 % from the first quarter and 56 % of the professional period. The largest part of the sales of the Data Center customers ($ 41.1 billion) was.
The semiconductor platform of artificial intelligence from NVIDIA has become a cash printing machine. During the first half of its fiscal year 2026, the company produced approximately $ 43 billion in cash from operations-an altitude of about 30 billion dollars during the last period. From this cash, NVIDIA returned 24.3 billion dollars to investors through stock profits and sharing re -purchase. Despite this huge cash return, the company still has approximately $ 57 billion in cash in its public budget at the end of the period.
NVIDIA plans to continue to return money to investors. With only 14.7 billion dollars remaining in a re -purchase license at the end of the second quarter, the NVIDIA Council in late August added another $ 60 billion to reshape the shares.
Meanwhile, there is more growth that works with the same Amnesty International against NVIDIA. The company’s BlackWell platform has become the gold standard in artificial intelligence. Blackwell Data Center sales increased by 17 % in succession in the second quarter and should continue to grow in the future as more companies adopt this technology.
Broadcom has also been spent in the artificial intelligence race. The infrastructure company and the semiconductor company recorded a 22 % increase on an annual basis in its revenues in the third quarter of 2025, which pushed it to 16 billion dollars. The growth of artificial intelligence revenues accelerated in this period, and 63 % rose to $ 5.2 billion.
The company produced approximately $ 7.2 billion in cash from operations during this period. The Capital Light Company spent only $ 142 million on capital expenditures, which enabled it to produce more than $ 7 billion of free cash flow, representing 44 % of its revenues. Free cash flow increased by 47 % during the past year.
Broadcom returned $ 2.8 billion of this money to investors through profits. The company previously increased its profits by 11 % in this fiscal year, which represents the fourteenth year in a row of its profits since the start of payment in the 2011 fiscal year. The semiconductor company has authorized the re -purchase program worth $ 10 billion earlier this year, which it bought again in the second quarter of the fiscal year. Even with these strong cash revenues, Broadcom ended the third quarter of money with nearly $ 11 billion of cash in its public budget.
The strong cash flow of the company should continue to grow. Broadcom expects that semiconductor revenues from artificial intelligence will accelerate to $ 6.2 billion in the fourth fiscal quarter, prompting its total revenue to $ 17.4 billion in this period. This should enhance the free cash flow, providing Broadcom more money to return to shareholders. It is possible that the semiconductor giant will give its investors another significant increase later this year when it announces its annual profit increases, and the growth chain extends to 15 years, respectively.
The height of global investment in semiconductors to AI turns NVIDIA and Broadcom to cash flow machines. Their ability to transfer AI-Haaaaa-chast revenue allows more money to investors through profit distributions and repurchase. It is unlikely to slow down their cash print presses any time soon, they are likely to be convincing investment opportunities for those looking for companies that benefit from Ai Megatrend.
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Dello dat He has positions in Broadcom. Motley is a lie that has positions in and recommends NVIDIA. Motley Fool Broadcom recommends. Motley deception has Disclosure.
