By Geoffrey Seiler, The Motley Fool
Publication Date: 2026-03-13 17:05:00
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 (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO). However, the question is which stock looks like the better buy.
Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need. Continue »
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, which was to speed up graphics rendering in video games. While other markets took time to develop, the company smartly gave away the free platform to universities and research labs that were doing early work on AI. This led to developers being trained on its…