These 2 AI Stocks Are Money-Printing Machines

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Nvidia generated a staggering $43 billion in cash from operations during the first half of its fiscal year.
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Broadcom produced $7 billion of free cash flow in its most recent quarter.
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Both companies are returning their growing windfalls to shareholders.
The AI market is booming. Bain projects the total addressable market for AI hardware and software will grow 40%-55% annually, reaching $780 billion to $990 billion by 2027.
This growth is enabling companies that provide AI tools, such as chips for data centers, to benefit as demand surges for infrastructure supporting AI applications. Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO) stand out as early leaders of the AI megatrend. They’re turning into cash-flow machines. Both are producing such an abundance of cash that they’re returning most of their growing windfalls to shareholders.
Nvidia pioneered GPU-accelerated computing, a technology that leverages specialized semiconductors and algorithms to enhance the speed of compute-intensive operations within applications. This advanced technology is crucial for supporting innovations like AI and robotics. Unsurprisingly, AI-focused tech companies have been snapping up Nvidia’s AI semiconductors to turn data centers into supercomputers.
The semiconductor company generated $46.7 billion of revenue in its recently completed fiscal 2026 second quarter. That was up 6% from the first quarter and 56% from the year-ago period. The bulk of those sales were to data center customers ($41.1 billion).
Nvidia’s AI semiconductor platform has become a cash-printing machine. During the first half of its 2026 fiscal year, the company generated nearly $43 billion in cash from operations — up from almost $30 billion during the year-ago period. Of that cash, Nvidia returned $24.3 billion to investors via dividends and share repurchases. Despite this massive cash return, the company still had nearly $57 billion in cash on its balance sheet at the end of the period.
Nvidia plans to keep returning cash to investors. With only $14.7 billion remaining on its buyback authorization at the end of the second quarter, Nvidia’s board in late August added another $60 billion for share repurchases.
Meanwhile, there’s more AI-powered growth ahead for Nvidia. The company’s Blackwell platform is becoming the gold standard in AI. Blackwell data center sales surged 17% sequentially in the second quarter and should continue growing briskly in the future as more companies adopt this technology.
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