By Leo Sun, The Motley Fool
Publication Date: 2026-01-26 21:25:00
These three chipmakers will profit from the AI boom.
Over the past few years, demand for artificial intelligence (AI) chips has consistently outstripped supply. That imbalance was caused by the soaring popularity of large language models (LLMs), generative AI applications, and specialized AI agents.
According to Precedence Research, the global AI chip market could expand at a CAGR of 27.9% from 2026 to 2035 as that technological shift continues. To profit from that secular trend, investors can consider buying three of the market’s most closely followed AI chip stocks: Nvidia (NVDA 0.65%), AMD (AMD 3.26%), and Broadcom (AVGO +1.50%).
Image source: Getty Images.
The differences between Nvidia, AMD, and Broadcom
Nvidia and AMD both produce discrete GPUs, which can process a wide range of parallel tasks. That makes them better suited for handling graphics applications, LLMs, machine learning tasks, and AI applications than CPUs, which are optimized for sequential tasks.
Nvidia and AMD…
