Nvidia and Micron Technology have benefited big time from the artificial intelligence (AI) infrastructure boom, driven by their mission-critical chips that play a central role in handling training and inference workloads in data centers. Both companies have been growing at a solid pace and, importantly, can sustain their healthy growth momentum in 2027. However, there is another AI stock that I think could outperform Nvidia and Micron in 2027. Western Digital (NASDAQ: WDC) is an important player in the AI infrastructure ecosystem, manufacturing data storage devices that are deployed by hyperscalers and enterprises. Shares of the company have jumped by 103% in 2026, though the past few months have been quite rough for shareholders.
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