Top 5 AI Stocks That Could Break the Trillion Dollar Barrier

In this article, we will list the 5 AI stocks that could break the trillion dollar barrier. Please visit 15 AI Stocks That Could Break the Trillion Dollar Barrier if you would like to see the extended list and the methodology behind it.

5. Intel Corporation (NASDAQ:INTC) 

Market Capitalization as of April 20: $344 Billion

Next Year Revenue Growth: 3%

Next Year EBITDA Growth: 23% 

Intel Corporation (NASDAQ:INTC) is one of the AI stocks that could break the trillion dollar barrier. The company is making every effort to transform the legacy trap image into one that promises an industrial turnaround. A major catalyst for the stock in the near-term is the successful launch of the 18A process node. In January 2026, Intel launched Panther Lake (Core Ultra Series 3), the first processor built entirely on the 18A node. The firm has confirmed that major external customers, including Microsoft and AWS, are now actively engaging with the 18A node for their custom AI silicon. Volume commitments are expected to hit the bottom line in H2 2026.

Elite investors are using Intel as a proxy for the faster-growing custom silicon part of the AI cycle. While NVIDIA dominates training, Intel Corporation (NASDAQ:INTC) server CPUs are seeing a resurgence in demand as they are required to orchestrate and coordinate AI workloads alongside those GPUs. CPU unit volumes in the data center grew in the mid-20% range in early 2026. Within Intel’s Data Center and AI Group, the custom AI processor business hit a $1 billion annualized revenue run rate in Q4 2025. Many investors are betting that Intel can capture 3%–5% of the $100 billion custom AI chip market by 2028.