By Geoffrey Seiler
Publication Date: 2026-03-13 16:45:00
Stocks tied to artificial intelligence (AI) infrastructure remain one of the hottest areas of the market, even after three years of outsized gains. With the five largest hyperscalers alone set to spend a combined $700 billion-plus this year on AI data centers, this already huge (yet still growing) market shows little sign of slowing.
Two of the companies best positioned to benefit from this surge are Nvidia (NVDA 0.84%) and Broadcom (AVGO 3.43%). However, the question is which stock looks like the better buy.
Image source:The Motley Fool.
Nvidia
When it comes to AI infrastructure, Nvidia is the company to beat. Its graphics processing units (GPUs) remain the muscle behind the AI build-out. The company has taken a dominant lead in the space in large part thanks to the ecosystem it has built around its chips. This starts with its CUDA software platform.
Nvidia created CUDA nearly two decades ago as a way for developers to program its GPUs for uses outside their original purpose,…
