By Patrick Sanders, The Motley Fool
Publication Date: 2026-10-14 15:20:00
If you’re looking for a company that’s benefiting from the massive spending on artificial intelligence (AI), it’s hard to go wrong with Nvidia (NASDAQ: NVDA) or Broadcom (NASDAQ: AVGO).
Both are making a fortune selling the technology needed to build and operate AI data centers. And with major technology companies continuing to pour money into AI infrastructure, there’s reason to believe both stocks have plenty of room to grow.
Missed AI’s “Act 1”? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn’t buy Nvidia in 2005. But according to our analysts, we’re only at the end of “Act 1″—the R&D phase. “Act 2” is the global rollout. Continue »
But if I could own only one of these companies for the next five years, I’d choose Nvidia. That’s why I continue to hold my shares. Broadcom has built an outstanding business around custom AI processors and networking equipment. But Nvidia has a few advantages that…
