# 3 AI Stocks to Buy and Hold Through 2030

> Broadcom, Iren, and Taiwan Semiconductor could outperform through 2030 as AI demand surges.
- Title: 3 AI Stocks to Buy and Hold Through 2030 · The Motley Fool
- Summary: Broadcom, Iren, and Taiwan Semiconductor could outperform through 2030 as AI demand surges.
- Keywords: broadcom, iren, taiwan semiconductor manufacturing, ai stocks, data centers, cloud services, semiconductor, ai revenue, finance, money, Stocks, Buy
- Source: The Motley Fool — https://fool.com/investing/2026/10/29/3-ai-stocks-to-buy-and-hold-through-2030
- Author: John Ballard
- Published: 2026-10-29T16:30:00+00:00
- Read time: 1 min
- Topics: broadcom, iren, taiwan semiconductor manufacturing, ai stocks, data centers, cloud services, semiconductor, ai revenue, finance, money
## AI Demand Surges
Data center spending could hit $3.2 trillion in the next three years, according to an August 2026 report by Morgan Stanley.
## Amazon Web Services Shortage
Amazon CEO Andy Jassy said AWS won't have enough capacity to meet demand this year, and expects shortages to continue in 2027.
## Broadcom: AI Revenue Growth
Broadcom's AI semiconductor revenue jumped 221% to $16.7 billion in its fiscal third quarter, with guidance for $58 billion in fiscal 2026.
## Broadcom's 2027-2028 AI Revenue Targets
Broadcom expects AI revenue to reach $115 billion in fiscal 2027 and $230 billion in fiscal 2028.
## Iren: Data Center Builder
Iren phases out Bitcoin mining to rent capacity to AI companies, owning land, power, data centers, and GPUs.
## Iren's Financial Risks
Iren plans to spend up to $30 billion next year but reported $707 million in trailing-12-month revenue and a net loss of over $700 million.
## Taiwan Semiconductor: AI Chip Leader
Taiwan Semiconductor Manufacturing controls over 70% of the foundry market and makes chips for AI data centers.
## TSMC's 2026 Revenue Growth
TSMC's third-quarter revenue hit $46.7 billion, up 41% year over year, with 68% of revenue from high-performance computing.
## TSMC's 2029 AI Revenue Forecast
TSMC forecasts AI accelerator revenue to compound in the mid-to-high-50s percentage range through 2029.
## Key takeaway

Broadcom, Iren, and Taiwan Semiconductor Manufacturing are recommended for long-term AI growth through 2030.