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The Motley Fool

Here's What $10,000 Invested Equally in Nvidia, AMD, and Broadcom Could Be Worth by 2030

• $10,000 split equally among Nvidia, AMD, and Broadcom could grow to ~$29,000 by end of 2030 • Thesis depends on continued hyperscaler AI infrastructure spending • Nvidia, AMD, and Broadcom each hold leading positions in AI training, inference, and custom chips A $10,000 investment split evenly among Nvidia, AMD, and Broadcom could grow to roughly $29,000 by the end of 2030, assuming the AI infrastructure boom continues. Nvidia (15.7 shares at $212.21) dominates AI training through its CUDA platform and GPUs, and has expanded into networking, CPUs, and inference chips. Applying a 19x market multiple to projected fiscal 2032 EPS of $48.55 suggests a stock price near $922, valuing the position at about $14,475. AMD (6.5 shares at $507.93) leads server CPUs and is gaining ground in inference GPUs with commitments from OpenAI, Meta, and Anthropic; a 19x multiple on projected 2031 EPS of $53.14 implies a $1,010 share price and a $6,565 position. Broadcom (10.3 shares at $323.24) leads custom AI ASICs and data center networking, with AI chip revenue expected to quadruple to $230 billion by fiscal 2028; a 19x multiple on fiscal 2031 EPS of $52.15 implies a ~$990 share price and a $10,197 position. Together, the three stakes could be worth roughly $29,000 if growth projections hold, though the bet relies entirely on hyperscalers sustaining aggressive AI spending.
October 25, 2026 at 9:26 AMAMDNVDAAVGO
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