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Pathikrit Bose

3 Next-Gen AI Stocks to Buy for Major Profits in 2026

BNP Paribas Celestica ANET CRDO Arista Networks CREDO IBM

Following financial services major RBC Capital's projections that AI revenue for chip companies will increase to $550 billion by 2028, its peer, BNP Paribas, has come out with a note making a case for the data center networking market. 

Expecting the market to reach a value of about $120 billion by 2028, the firm stated, “The AI party continues [as] data center investment appears durable with lead times supporting improved visibility through '26 across the server, networking, and storage ecosystems. We are raising estimates for the companies most exposed to AI infrastructure bottlenecks, namely the optical transceiver supply chain, memory IC vendors, and [hard disk driver] vendors.”

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