Companies in the Artificial Intelligence Sector That Could Double in Value by 2027
Marc Guberti discusses how prominent companies in the neocloud industry within the AI market, such as Iren and Nebius, carry the potential for twofold growth by the end of 2027.
While the artificial intelligence sector remains at the epicenter of growth in global stock markets, certain stocks in different areas of the market offer the potential to double in value by the end of 2027.
The Development of Artificial Intelligence and Markets
AI-focused stocks have continued to occupy the epicenter of stock market growth in recent years.
While Nvidia leads the process with its powerful chips, infrastructure players offer attractive opportunities for investors.
Iren's Market Position
Neocloud company Iren exhibited a limited return on the stock market in 2026, lagging behind its peer Nebius.
The company management is focused on converting existing contracts into revenue and securing new agreements.
Microsoft Partnership and Revenue Targets
Iren implemented the Horizon 1 project, which is a direct chip liquid-cooled AI cloud deployment for Microsoft.
With the delivery of the remaining three Horizon sites as well, the company is expected to generate significant annual revenue.
Sectoral Competition with Nebius
Nebius signed long-term computing capacity agreements, reaching the stage of generating revenue from contracts earlier.
A sponsorship agreement signed with the Golden State Warriors helps the company gain recognition among small businesses.