🕷️ Crawler Inspector

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1. Shard Calculation

Query:

Response:

Calculated Shard: 88 (from laksa083)

2. Crawled Status Check

Query:

curl -X POST \
  'http://laksa088.int.ahrefs:8124/' \
  -H 'Content-Type: text/plain' \
  -H 'X-ClickHouse-Database: crawler3' \
  -H 'Authorization: Basic YXBpOg==' \
  -d 'SELECT getAhrefsURLFromUnparsed(src_unparsed) AS found_url, ifNull(toUnixTimestamp(download_stamp), 0) AS crawl_time, ifNull(toUnixTimestamp(props_url_first_seen), 0) AS first_indexed_time, download_http_code AS http_code, src_unparsed AS src_unparsed, src_root_hash AS src_root_hash, history_drop_reason AS history_drop_reason, meta_title AS meta_title, meta_descriptions AS meta_descriptions, attrs_boilerpipe_text AS attrs_boilerpipe_text, attrs_markdown AS attrs_markdown, attrs_readable_markdown AS attrs_readable_markdown, meta_canonical AS meta_canonical FROM crawler3.page_info_local FINAL PREWHERE (src_root_hash, src_unparsed) IN ((getAhrefsRootHashFromUnparsed(getAhrefsUnparsedNoserviceFromURL(\'https://www.fool.com/investing/2026/03/19/should-you-forget-nvidia-and-buy-these-2-artificia/\')), getAhrefsUnparsedNoserviceFromURL(\'https://www.fool.com/investing/2026/03/19/should-you-forget-nvidia-and-buy-these-2-artificia/\'))) FORMAT JSONEachRow'

Response:

{"found_url":"https:\/\/www.fool.com\/investing\/2026\/03\/19\/should-you-forget-nvidia-and-buy-these-2-artificia\/","crawl_time":1775521374,"first_indexed_time":1773957381,"http_code":200,"src_unparsed":"com,fool!www,\/investing\/2026\/03\/19\/should-you-forget-nvidia-and-buy-these-2-artificia\/ s443","src_root_hash":"16263700115757751488","history_drop_reason":null,"meta_title":"Should You Forget Nvidia and Buy These 2 Artificial Intelligence (AI) Stocks Instead? | The Motley Fool","meta_descriptions":["Broadcom and AMD could have more upside."],"attrs_boilerpipe_text":"Nvidia\n(\nNVDA\n+0.10%\n)\nhas been one of the best success stories in the tech sector, climbing to become the largest company in the world. Its\ngraphics processing units (GPUs)\nare the engine of artificial intelligence (AI) infrastructure. Its CUDA software platform and networking platform have helped create a wide moat for the company, especially around large language model (LLM) training.\nThe company's growth has been nothing short of spectacular. Its revenue has increased eightfold over the past three years, and it grew an impressive 73% last quarter. Meanwhile, with AI data center spending expected to exceed $700 billion this year, the company sees no signs of growth slowing down.\nThat said, Nvidia now has the law of large numbers working against it, and it is starting to see increased competition. More and more companies have been looking for cheaper alternatives, including designing their own custom chips. Total cost of ownership becomes an even bigger factor with\ninference\n, since it involves an ongoing cost every time someone makes a query or has AI perform a task. Even Nvidia seemingly admitted that its one-chip-to-rule-them-all strategy might have to go away when it licensed Groq's technology and hired its employees to design chips specifically for inference.\nWhile Nvidia is still a great company and a solid stock to own, there could be two competitors whose stocks have better upside.\nBroadcom: The custom chip leader\nAVGO\nToday's Change\n(-0.12%) $-0.38\nCurrent Price\n$314.17\nBroadcom\n(\nAVGO\n0.12%\n)\nis benefiting from two of the biggest trends in AI infrastructure: networking and custom AI chips. The company is a data center networking leader, and as chip clusters become larger, the importance of networking only grows. The company's Tomahawk Ethernet switch is a cornerstone in AI data centers, while it also has a variety of other important networking components that help prevent bottlenecks and optimize the flow of data. Revenue for this business grew 60% in Q1 2026 and is expected to accelerate.\nThe company's biggest opportunity is with custom AI chips. Broadcom is a leader in application-specific integrated circuit (ASIC) technology, where it provides the blueprints and intellectual property to help turn its customers' designs into chips that can be produced at scale with high yields. Because ASICs are hardwired for specific tasks, they tend to perform them very well while being more energy-efficient. This is a big selling point, especially for inference.\nMeanwhile, after it helped\nAlphabet\ndevelop its highly successful Tensor Processing Units (TPUs), other hyperscalers (owners of large data centers) have been flocking to Broadcom for its ASIC services.\nBroadcom recently projected that its AI ASIC revenue would exceed $100 billion in fiscal 2027, which is more than 1.5 times the total revenue it generated in fiscal year 2025. That's explosive growth, and a huge reason to own the stock.\nImage source: Getty Images.\nAMD: The agentic AI infrastructure play\nAMD\nToday's Change\n(1.23%) $2.68\nCurrent Price\n$220.18\nAdvanced Micro Devices\n(\nAMD\n+1.23%\n)\nis also at the intersection of two strong trends. The company is the distant No. 2 player in the GPU market behind Nvidia, but it has carved out a niche in the inference market. It has also formed partnerships with and gotten large GPU commitments from both OpenAI and\nMeta Platforms\n. With both customers getting equity warrants tied to AMD's price and GPU deliveries, they both have an incentive to help AMD succeed. This alone should be a nice growth driver for the company. However, it is not the only one.\nAMD is also the leader in data center central processing units (CPUs). While GPUs are the muscle, CPUs act more like the brains of the operation. Demand for CPUs has also been on the rise along with the data center buildout, but there is an additional catalyst on the horizon: agentic AI. AI agents need more workflow coordination and data management, which is where CPUs come in. This is a huge opportunity that is emerging, which, along with its GPU deals, should help AMD deliver robust growth moving forward, making it a\ntop AI stock to own\n.\nGeoffrey Seiler\nhas positions in Advanced Micro Devices, Alphabet, Broadcom, and Meta Platforms. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Meta Platforms, and Nvidia. The Motley Fool recommends Broadcom. The Motley Fool has a\ndisclosure policy\n.","attrs_markdown":"[Accessibility Menu](https:\/\/www.fool.com\/investing\/2026\/03\/19\/should-you-forget-nvidia-and-buy-these-2-artificia\/)\n\nSearch for a company\n\n[Accessibility](https:\/\/www.fool.com\/investing\/2026\/03\/19\/should-you-forget-nvidia-and-buy-these-2-artificia\/)\n\nLog In\n\n[Help](https:\/\/support.fool.com\/)\n\n[![The Motley Fool](https:\/\/g.foolcdn.com\/misc-assets\/logo-tmf-primary-1-magenta-purple-reversed.svg?_w=320)![The Motley Fool](https:\/\/g.foolcdn.com\/image\/?url=https%3A%2F%2Fg.foolcdn.com%2Fmisc-assets%2Ftmf_holdingco_logo_stacked_magenta_royalpurple_rev.png&w=96&op=resize)](https:\/\/www.fool.com\/)\n\n- Our Services\n  [All Services](https:\/\/www.fool.com\/services\/)[Stock Advisor](https:\/\/www.fool.com\/services\/stock-advisor\/)[Epic](https:\/\/www.fool.com\/services\/epic\/)[Epic Plus](https:\/\/www.fool.com\/services\/epic-plus\/)[Fool 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-\\$1.31](https:\/\/www.fool.com\/quote\/nasdaq\/meta\/)\n\n[MSFT \\$372.67-0.2% -\\$0.79](https:\/\/www.fool.com\/quote\/nasdaq\/msft\/)\n\n[NVDA \\$177.56+0.1% +\\$0.17](https:\/\/www.fool.com\/quote\/nasdaq\/nvda\/)\n\n[TSLA \\$352.82-2.2% -\\$7.77](https:\/\/www.fool.com\/quote\/nasdaq\/tsla\/)\n\n[Most Active Stocks](https:\/\/www.fool.com\/markets\/most-active-stocks\/)[Daily Stock Gainers](https:\/\/www.fool.com\/markets\/top-stock-gainers\/)[Daily Stock Losers](https:\/\/www.fool.com\/markets\/top-stock-losers\/)\n\n[Most Active Stocks](https:\/\/www.fool.com\/markets\/most-active-stocks\/)[Daily Stock Gainers](https:\/\/www.fool.com\/markets\/top-stock-gainers\/)[Daily Stock Losers](https:\/\/www.fool.com\/markets\/top-stock-losers\/)\n\nFree Article[Explore Premium Services](https:\/\/www.fool.com\/services\/)\n\n# Should You Forget Nvidia and Buy These 2 Artificial Intelligence (AI) Stocks Instead?\nBroadcom and AMD could have more upside.\n\nBy [Geoffrey Seiler](https:\/\/www.fool.com\/author\/20615\/) – Mar 19, 2026 at 5:30PM EST\n\n[Follow us](https:\/\/profile.google.com\/cp\/CgkvbS8wNTc4bWs)\n\nShare\n\nSummarize with AI\n\n## Key Points\n- Nvidia is the leader of AI infrastructure, but it is facing more competition.\n- Broadcom is set to see explosive growth from custom AI chips.\n- AMD has a huge opportunity with the need for more CPUs for AI agents.\n\n**Nvidia** ([NVDA](https:\/\/www.fool.com\/quote\/nasdaq\/nvda\/) \\+0.10%) has been one of the best success stories in the tech sector, climbing to become the largest company in the world. Its [graphics processing units (GPUs)](https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/gpu-stocks\/) are the engine of artificial intelligence (AI) infrastructure. Its CUDA software platform and networking platform have helped create a wide moat for the company, especially around large language model (LLM) training.\n\nThe company's growth has been nothing short of spectacular. Its revenue has increased eightfold over the past three years, and it grew an impressive 73% last quarter. Meanwhile, with AI data center spending expected to exceed \\$700 billion this year, the company sees no signs of growth slowing down.\n\nThat said, Nvidia now has the law of large numbers working against it, and it is starting to see increased competition. More and more companies have been looking for cheaper alternatives, including designing their own custom chips. Total cost of ownership becomes an even bigger factor with [inference](https:\/\/www.fool.com\/terms\/a\/ai-inference\/), since it involves an ongoing cost every time someone makes a query or has AI perform a task. Even Nvidia seemingly admitted that its one-chip-to-rule-them-all strategy might have to go away when it licensed Groq's technology and hired its employees to design chips specifically for inference.\n\nWhile Nvidia is still a great company and a solid stock to own, there could be two competitors whose stocks have better upside.\n\n## Broadcom: The custom chip leader\nCollapse\n\nAVGO\n\n## [NASDAQ: AVGO](https:\/\/www.fool.com\/quote\/nasdaq\/avgo\/)\nBroadcom\n\nToday's Change\n\n(-0.12%) \\$-0.38\n\nCurrent Price\n\n\\$314.17\n\nUnable to reach the data service. Please check your connection.\n\nYTD\n\n1w\n\n1m\n\n3m\n\n6m\n\n1y\n\n5y\n\nPrice\n\nVS S\\&P\n\n### Key Data Points\nMarket Cap\n\n\\$1.5T\n\nDay's Range\n\n\\$310.31 - \\$316.23\n\n52wk Range\n\n\\$138.10 - \\$414.61\n\nVolume\n\n370K\n\nAvg Vol\n\n27M\n\nGross Margin\n\n64\\.96%\n\nDividend Yield\n\n0\\.79%\n\n**Broadcom** ([AVGO](https:\/\/www.fool.com\/quote\/nasdaq\/avgo\/) 0\\.12%) is benefiting from two of the biggest trends in AI infrastructure: networking and custom AI chips. The company is a data center networking leader, and as chip clusters become larger, the importance of networking only grows. The company's Tomahawk Ethernet switch is a cornerstone in AI data centers, while it also has a variety of other important networking components that help prevent bottlenecks and optimize the flow of data. Revenue for this business grew 60% in Q1 2026 and is expected to accelerate.\n\nThe company's biggest opportunity is with custom AI chips. Broadcom is a leader in application-specific integrated circuit (ASIC) technology, where it provides the blueprints and intellectual property to help turn its customers' designs into chips that can be produced at scale with high yields. Because ASICs are hardwired for specific tasks, they tend to perform them very well while being more energy-efficient. This is a big selling point, especially for inference.\n\nMeanwhile, after it helped **Alphabet** develop its highly successful Tensor Processing Units (TPUs), other hyperscalers (owners of large data centers) have been flocking to Broadcom for its ASIC services.\n\nBroadcom recently projected that its AI ASIC revenue would exceed \\$100 billion in fiscal 2027, which is more than 1.5 times the total revenue it generated in fiscal year 2025. That's explosive growth, and a huge reason to own the stock.\n\n![Artist rendering of AI chip.](https:\/\/g.foolcdn.com\/image\/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F858275%2Fgettyimages-1492319884.jpg&w=3840&op=resize)\n\nImage source: Getty Images.\n## AMD: The agentic AI infrastructure play\nCollapse\n\nAMD\n\n## [NASDAQ: AMD](https:\/\/www.fool.com\/quote\/nasdaq\/amd\/)\nAdvanced Micro Devices\n\nToday's Change\n\n(1.23%) \\$2.68\n\nCurrent Price\n\n\\$220.18\n\nUnable to reach the data service. Please check your connection.\n\nYTD\n\n1w\n\n1m\n\n3m\n\n6m\n\n1y\n\n5y\n\nPrice\n\nVS S\\&P\n\n### Key Data Points\nMarket Cap\n\n\\$355B\n\nDay's Range\n\n\\$217.73 - \\$226.31\n\n52wk Range\n\n\\$76.48 - \\$267.08\n\nVolume\n\n31M\n\nAvg Vol\n\n38M\n\nGross Margin\n\n45\\.99%\n\n**Advanced Micro Devices** ([AMD](https:\/\/www.fool.com\/quote\/nasdaq\/amd\/) \\+1.23%) is also at the intersection of two strong trends. The company is the distant No. 2 player in the GPU market behind Nvidia, but it has carved out a niche in the inference market. It has also formed partnerships with and gotten large GPU commitments from both OpenAI and **Meta Platforms**. With both customers getting equity warrants tied to AMD's price and GPU deliveries, they both have an incentive to help AMD succeed. This alone should be a nice growth driver for the company. However, it is not the only one.\n\nAMD is also the leader in data center central processing units (CPUs). While GPUs are the muscle, CPUs act more like the brains of the operation. Demand for CPUs has also been on the rise along with the data center buildout, but there is an additional catalyst on the horizon: agentic AI. AI agents need more workflow coordination and data management, which is where CPUs come in. This is a huge opportunity that is emerging, which, along with its GPU deals, should help AMD deliver robust growth moving forward, making it a [top AI stock to own](https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/ai-stocks\/).\n\n## Read Next\nApr 6, 2026\n\n•By [John Ballard](https:\/\/www.fool.com\/author\/16707\/)\n\n[Broadcom's CEO Has Line of Sight to \\$100 Billion in AI Chip Revenue. Is the Stock a Buy?](https:\/\/www.fool.com\/investing\/2026\/04\/06\/broadcom-ceo-100-billion-ai-revenue-stock-buy\/)\n\nApr 5, 2026\n\n•By [Keithen Drury](https:\/\/www.fool.com\/author\/20439\/)\n\n[A Generational Investment Opportunity: 3 AI Stocks I'm Buying Now](https:\/\/www.fool.com\/investing\/2026\/04\/05\/a-generational-investment-opportunity-3-ai-stocks\/)\n\nApr 5, 2026\n\n•By [Keithen Drury](https:\/\/www.fool.com\/author\/20439\/)\n\n[Prediction: These 5 Stocks Will Be the Best Performers of 2026](https:\/\/www.fool.com\/investing\/2026\/04\/05\/prediction-these-5-stocks-will-be-the-best-perform\/)\n\nApr 3, 2026\n\n•By [Geoffrey Seiler](https:\/\/www.fool.com\/author\/20615\/)\n\n[History Says Buying Growth Stocks During a Rotation Beats the Market. Here Are 2 to Buy Right Now.](https:\/\/www.fool.com\/investing\/2026\/04\/03\/history-says-buying-growth-stocks-during-rotation\/)\n\nApr 1, 2026\n\n•By [Lyle Daly](https:\/\/www.fool.com\/author\/20014\/)\n\n[The Largest Companies by Market Cap in April 2026](https:\/\/www.fool.com\/research\/largest-companies-by-market-cap\/)\n\nApr 1, 2026\n\n•By [Matt DiLallo](https:\/\/www.fool.com\/author\/2093\/)\n\n[7 Best ETFs to Buy in April 2026](https:\/\/www.fool.com\/investing\/how-to-invest\/etfs\/etfs-to-buy\/)\n\n### About the Author\n![Geoffrey Seiler](https:\/\/g.foolcdn.com\/avatar\/193486863\/large.ashx?_w=3840)\n\nGeoffrey Seiler is a contributing Motley Fool stock market analyst covering technology, consumer goods, healthcare, energy, and materials stocks. Prior to The Motley Fool, Geoffrey was a senior equity analyst at Raging Capital Management, a \\$600 million long-short hedge fund. He holds a bachelor’s degree in history from Haverford College.\n\n[TMFFindProfit](https:\/\/www.fool.com\/author\/20615\/)\n\n*[Geoffrey Seiler](https:\/\/www.fool.com\/author\/20615\/) has positions in Advanced Micro Devices, Alphabet, Broadcom, and Meta Platforms. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Meta Platforms, and Nvidia. The Motley Fool recommends Broadcom. The Motley Fool has a [disclosure policy](https:\/\/www.fool.com\/legal\/fool-disclosure-policy\/).*\n\n### Stocks Mentioned\n[AV Broadcom NASDAQ: AVGO\\$314.17 (-0.12%)-\\$0.38](https:\/\/www.fool.com\/quote\/nasdaq\/avgo\/)\n\n[AM Advanced Micro Devices NASDAQ: AMD\\$220.18 (+1.23%)+\\$2.68](https:\/\/www.fool.com\/quote\/nasdaq\/amd\/)\n\n\\*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.\n\n## Premium Investing Services\nInvest better with The Motley Fool. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services.\n\n[View Premium Services](https:\/\/www.fool.com\/services\/?ftm_cam=footer-services-sitewide-prospects)\n\n[![The Motley Fool](https:\/\/g.foolcdn.com\/misc-assets\/logo-tmf-primary-1-magenta-purple.svg?_w=320)](https:\/\/www.fool.com\/)\n\nMaking the world smarter, happier, and richer.\n\n- [Facebook](https:\/\/www.facebook.com\/themotleyfool)\n- [Twitter](https:\/\/x.com\/TheMotleyFool)\n- [LinkedIn](https:\/\/www.linkedin.com\/company\/the-motley-fool\/)\n- [Pinterest](https:\/\/www.pinterest.com\/themotleyfool\/)\n- [YouTube](https:\/\/www.youtube.com\/user\/TheMotleyFool)\n- [Instagram](https:\/\/www.instagram.com\/themotleyfoolofficial\/)\n- [TikTok](https:\/\/www.tiktok.com\/@themotleyfoolofficial)\n\n© 1995 - 2026 The Motley Fool. All rights reserved.\n\nMarket data powered by [Xignite](https:\/\/xignite.com\/) and [Polygon.io](https:\/\/polygon.io\/).\n\nAbout The Motley Fool\n\n- [About Us](https:\/\/www.fool.com\/about\/)\n- [Careers](https:\/\/careers.fool.com\/)\n- [Research](https:\/\/www.fool.com\/research\/)\n- [Newsroom](https:\/\/www.fool.com\/contact\/newsroom\/)\n- [Contact](https:\/\/www.fool.com\/legal\/contact-us\/)\n- [Advertise](https:\/\/www.fool.com\/cdn-cgi\/l\/email-protection#c2a3a6abacb3b7abb0aba7b182a4adadaeeca1adaf)\n\nOur Services\n\n- [All Services](https:\/\/www.fool.com\/services\/)\n- [Stock Advisor](https:\/\/www.fool.com\/services\/stock-advisor\/)\n- [Epic](https:\/\/www.fool.com\/services\/epic\/)\n- [Epic Plus](https:\/\/www.fool.com\/services\/epic-plus\/)\n- [Fool Portfolios](https:\/\/www.fool.com\/services\/fool-portfolios\/)\n- [Fool One](https:\/\/www.fool.com\/services\/one\/)\n- [Motley Fool Money](https:\/\/www.fool.com\/money\/)\n\nAround the Globe\n\n- [Fool UK](https:\/\/www.fool.co.uk\/)\n- [Fool Australia](https:\/\/www.fool.com.au\/)\n- [Fool Canada](https:\/\/www.fool.ca\/)\n\nFree Tools\n\n- [CAPS Stock Ratings](https:\/\/caps.fool.com\/)\n- [Discussion Boards](https:\/\/discussion.fool.com\/)\n- [Calculators](https:\/\/www.fool.com\/calculators\/index\/)\n- [Financial Dictionary](https:\/\/www.fool.com\/terms\/)\n\nAffiliates & Friends\n\n- [Motley Fool Asset Management](https:\/\/www.fool.com\/affiliates\/mfam\/)\n- [Motley Fool Wealth Management](https:\/\/www.fool.com\/affiliates\/mfwm\/)\n- [Motley Fool Ventures](https:\/\/www.fool.com\/affiliates\/ventures\/)\n- [Fool Community Foundation](https:\/\/www.fool.com\/affiliates\/foundation\/)\n- [Become an Affiliate Partner](https:\/\/www.fool.com\/affiliates\/)\n\n- [Terms of Use](https:\/\/www.fool.com\/legal\/terms-and-conditions\/fool-rules\/ \"Terms of Use\")\n- [Privacy Policy](https:\/\/www.fool.com\/legal\/privacy-statement\/ \"Privacy Policy\")\n- [Disclosure Policy](https:\/\/www.fool.com\/legal\/fool-disclosure-policy\/ \"Disclosure Policy\")\n- [Accessibility Policy](https:\/\/www.fool.com\/legal\/accessibility-policy\/ \"Accessibility Policy\")\n- [Copyright, Trademark and Patent Information](https:\/\/www.fool.com\/legal\/stuff-we-own\/ \"Copyright, Trademark and Patent Information\")\n- [Terms and Conditions](https:\/\/www.fool.com\/legal\/terms-and-conditions\/ \"Terms and Conditions\")\n- [Do Not Sell My Personal Information](https:\/\/www.fool.com\/data-protection\/ccpa-update\/ \"Do Not Sell My Personal Information\")","attrs_readable_markdown":"**Nvidia** ([NVDA](https:\/\/www.fool.com\/quote\/nasdaq\/nvda\/) \\+0.10%) has been one of the best success stories in the tech sector, climbing to become the largest company in the world. Its [graphics processing units (GPUs)](https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/gpu-stocks\/) are the engine of artificial intelligence (AI) infrastructure. Its CUDA software platform and networking platform have helped create a wide moat for the company, especially around large language model (LLM) training.\n\nThe company's growth has been nothing short of spectacular. Its revenue has increased eightfold over the past three years, and it grew an impressive 73% last quarter. Meanwhile, with AI data center spending expected to exceed \\$700 billion this year, the company sees no signs of growth slowing down.\n\nThat said, Nvidia now has the law of large numbers working against it, and it is starting to see increased competition. More and more companies have been looking for cheaper alternatives, including designing their own custom chips. Total cost of ownership becomes an even bigger factor with [inference](https:\/\/www.fool.com\/terms\/a\/ai-inference\/), since it involves an ongoing cost every time someone makes a query or has AI perform a task. Even Nvidia seemingly admitted that its one-chip-to-rule-them-all strategy might have to go away when it licensed Groq's technology and hired its employees to design chips specifically for inference.\n\nWhile Nvidia is still a great company and a solid stock to own, there could be two competitors whose stocks have better upside.\n\n## Broadcom: The custom chip leader\nAVGO\n\nToday's Change\n\n(-0.12%) \\$-0.38\n\nCurrent Price\n\n\\$314.17\n\n**Broadcom** ([AVGO](https:\/\/www.fool.com\/quote\/nasdaq\/avgo\/) 0\\.12%) is benefiting from two of the biggest trends in AI infrastructure: networking and custom AI chips. The company is a data center networking leader, and as chip clusters become larger, the importance of networking only grows. The company's Tomahawk Ethernet switch is a cornerstone in AI data centers, while it also has a variety of other important networking components that help prevent bottlenecks and optimize the flow of data. Revenue for this business grew 60% in Q1 2026 and is expected to accelerate.\n\nThe company's biggest opportunity is with custom AI chips. Broadcom is a leader in application-specific integrated circuit (ASIC) technology, where it provides the blueprints and intellectual property to help turn its customers' designs into chips that can be produced at scale with high yields. Because ASICs are hardwired for specific tasks, they tend to perform them very well while being more energy-efficient. This is a big selling point, especially for inference.\n\nMeanwhile, after it helped **Alphabet** develop its highly successful Tensor Processing Units (TPUs), other hyperscalers (owners of large data centers) have been flocking to Broadcom for its ASIC services.\n\nBroadcom recently projected that its AI ASIC revenue would exceed \\$100 billion in fiscal 2027, which is more than 1.5 times the total revenue it generated in fiscal year 2025. That's explosive growth, and a huge reason to own the stock.\n\n![Artist rendering of AI chip.](https:\/\/g.foolcdn.com\/image\/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F858275%2Fgettyimages-1492319884.jpg&w=3840&op=resize)\n\nImage source: Getty Images.\n## AMD: The agentic AI infrastructure play\nAMD\n\nToday's Change\n\n(1.23%) \\$2.68\n\nCurrent Price\n\n\\$220.18\n\n**Advanced Micro Devices** ([AMD](https:\/\/www.fool.com\/quote\/nasdaq\/amd\/) \\+1.23%) is also at the intersection of two strong trends. The company is the distant No. 2 player in the GPU market behind Nvidia, but it has carved out a niche in the inference market. It has also formed partnerships with and gotten large GPU commitments from both OpenAI and **Meta Platforms**. With both customers getting equity warrants tied to AMD's price and GPU deliveries, they both have an incentive to help AMD succeed. This alone should be a nice growth driver for the company. However, it is not the only one.\n\nAMD is also the leader in data center central processing units (CPUs). While GPUs are the muscle, CPUs act more like the brains of the operation. Demand for CPUs has also been on the rise along with the data center buildout, but there is an additional catalyst on the horizon: agentic AI. AI agents need more workflow coordination and data management, which is where CPUs come in. This is a huge opportunity that is emerging, which, along with its GPU deals, should help AMD deliver robust growth moving forward, making it a [top AI stock to own](https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/ai-stocks\/).\n\n*[Geoffrey Seiler](https:\/\/www.fool.com\/author\/20615\/) has positions in Advanced Micro Devices, Alphabet, Broadcom, and Meta Platforms. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Meta Platforms, and Nvidia. The Motley Fool recommends Broadcom. The Motley Fool has a [disclosure policy](https:\/\/www.fool.com\/legal\/fool-disclosure-policy\/).*","meta_canonical":null}

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URL	https://www.fool.com/investing/2026/03/19/should-you-forget-nvidia-and-buy-these-2-artificia/
Last Crawled	2026-04-07 00:22:54 (10 days ago)
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Meta Title	Should You Forget Nvidia and Buy These 2 Artificial Intelligence (AI) Stocks Instead? \| The Motley Fool
Meta Description	Broadcom and AMD could have more upside.
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Boilerpipe Text	Nvidia ( NVDA +0.10% ) has been one of the best success stories in the tech sector, climbing to become the largest company in the world. Its graphics processing units (GPUs) are the engine of artificial intelligence (AI) infrastructure. Its CUDA software platform and networking platform have helped create a wide moat for the company, especially around large language model (LLM) training. The company's growth has been nothing short of spectacular. Its revenue has increased eightfold over the past three years, and it grew an impressive 73% last quarter. Meanwhile, with AI data center spending expected to exceed $700 billion this year, the company sees no signs of growth slowing down. That said, Nvidia now has the law of large numbers working against it, and it is starting to see increased competition. More and more companies have been looking for cheaper alternatives, including designing their own custom chips. Total cost of ownership becomes an even bigger factor with inference , since it involves an ongoing cost every time someone makes a query or has AI perform a task. Even Nvidia seemingly admitted that its one-chip-to-rule-them-all strategy might have to go away when it licensed Groq's technology and hired its employees to design chips specifically for inference. While Nvidia is still a great company and a solid stock to own, there could be two competitors whose stocks have better upside. Broadcom: The custom chip leader AVGO Today's Change (-0.12%) $-0.38 Current Price $314.17 Broadcom ( AVGO 0.12% ) is benefiting from two of the biggest trends in AI infrastructure: networking and custom AI chips. The company is a data center networking leader, and as chip clusters become larger, the importance of networking only grows. The company's Tomahawk Ethernet switch is a cornerstone in AI data centers, while it also has a variety of other important networking components that help prevent bottlenecks and optimize the flow of data. Revenue for this business grew 60% in Q1 2026 and is expected to accelerate. The company's biggest opportunity is with custom AI chips. Broadcom is a leader in application-specific integrated circuit (ASIC) technology, where it provides the blueprints and intellectual property to help turn its customers' designs into chips that can be produced at scale with high yields. Because ASICs are hardwired for specific tasks, they tend to perform them very well while being more energy-efficient. This is a big selling point, especially for inference. Meanwhile, after it helped Alphabet develop its highly successful Tensor Processing Units (TPUs), other hyperscalers (owners of large data centers) have been flocking to Broadcom for its ASIC services. Broadcom recently projected that its AI ASIC revenue would exceed $100 billion in fiscal 2027, which is more than 1.5 times the total revenue it generated in fiscal year 2025. That's explosive growth, and a huge reason to own the stock. Image source: Getty Images. AMD: The agentic AI infrastructure play AMD Today's Change (1.23%) $2.68 Current Price $220.18 Advanced Micro Devices ( AMD +1.23% ) is also at the intersection of two strong trends. The company is the distant No. 2 player in the GPU market behind Nvidia, but it has carved out a niche in the inference market. It has also formed partnerships with and gotten large GPU commitments from both OpenAI and Meta Platforms . With both customers getting equity warrants tied to AMD's price and GPU deliveries, they both have an incentive to help AMD succeed. This alone should be a nice growth driver for the company. However, it is not the only one. AMD is also the leader in data center central processing units (CPUs). While GPUs are the muscle, CPUs act more like the brains of the operation. Demand for CPUs has also been on the rise along with the data center buildout, but there is an additional catalyst on the horizon: agentic AI. AI agents need more workflow coordination and data management, which is where CPUs come in. This is a huge opportunity that is emerging, which, along with its GPU deals, should help AMD deliver robust growth moving forward, making it a top AI stock to own . Geoffrey Seiler has positions in Advanced Micro Devices, Alphabet, Broadcom, and Meta Platforms. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Meta Platforms, and Nvidia. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy .
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Broadcom and AMD could have more upside. By [Geoffrey Seiler](https://www.fool.com/author/20615/) – Mar 19, 2026 at 5:30PM EST [Follow us](https://profile.google.com/cp/CgkvbS8wNTc4bWs) Share Summarize with AI ## Key Points - Nvidia is the leader of AI infrastructure, but it is facing more competition. - Broadcom is set to see explosive growth from custom AI chips. - AMD has a huge opportunity with the need for more CPUs for AI agents. Nvidia ([NVDA](https://www.fool.com/quote/nasdaq/nvda/) \+0.10%) has been one of the best success stories in the tech sector, climbing to become the largest company in the world. Its [graphics processing units (GPUs)](https://www.fool.com/investing/stock-market/market-sectors/information-technology/gpu-stocks/) are the engine of artificial intelligence (AI) infrastructure. Its CUDA software platform and networking platform have helped create a wide moat for the company, especially around large language model (LLM) training. The company's growth has been nothing short of spectacular. Its revenue has increased eightfold over the past three years, and it grew an impressive 73% last quarter. Meanwhile, with AI data center spending expected to exceed \$700 billion this year, the company sees no signs of growth slowing down. That said, Nvidia now has the law of large numbers working against it, and it is starting to see increased competition. More and more companies have been looking for cheaper alternatives, including designing their own custom chips. Total cost of ownership becomes an even bigger factor with [inference](https://www.fool.com/terms/a/ai-inference/), since it involves an ongoing cost every time someone makes a query or has AI perform a task. Even Nvidia seemingly admitted that its one-chip-to-rule-them-all strategy might have to go away when it licensed Groq's technology and hired its employees to design chips specifically for inference. While Nvidia is still a great company and a solid stock to own, there could be two competitors whose stocks have better upside. ## Broadcom: The custom chip leader Collapse AVGO ## [NASDAQ: AVGO](https://www.fool.com/quote/nasdaq/avgo/) Broadcom Today's Change (-0.12%) \$-0.38 Current Price \$314.17 Unable to reach the data service. Please check your connection. YTD 1w 1m 3m 6m 1y 5y Price VS S\&P ### Key Data Points Market Cap \$1.5T Day's Range \$310.31 - \$316.23 52wk Range \$138.10 - \$414.61 Volume 370K Avg Vol 27M Gross Margin 64\.96% Dividend Yield 0\.79% Broadcom ([AVGO](https://www.fool.com/quote/nasdaq/avgo/) 0\.12%) is benefiting from two of the biggest trends in AI infrastructure: networking and custom AI chips. The company is a data center networking leader, and as chip clusters become larger, the importance of networking only grows. The company's Tomahawk Ethernet switch is a cornerstone in AI data centers, while it also has a variety of other important networking components that help prevent bottlenecks and optimize the flow of data. Revenue for this business grew 60% in Q1 2026 and is expected to accelerate. The company's biggest opportunity is with custom AI chips. Broadcom is a leader in application-specific integrated circuit (ASIC) technology, where it provides the blueprints and intellectual property to help turn its customers' designs into chips that can be produced at scale with high yields. Because ASICs are hardwired for specific tasks, they tend to perform them very well while being more energy-efficient. This is a big selling point, especially for inference. Meanwhile, after it helped Alphabet develop its highly successful Tensor Processing Units (TPUs), other hyperscalers (owners of large data centers) have been flocking to Broadcom for its ASIC services. Broadcom recently projected that its AI ASIC revenue would exceed \$100 billion in fiscal 2027, which is more than 1.5 times the total revenue it generated in fiscal year 2025. That's explosive growth, and a huge reason to own the stock. ![Artist rendering of AI chip.](https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F858275%2Fgettyimages-1492319884.jpg&w=3840&op=resize) Image source: Getty Images. ## AMD: The agentic AI infrastructure play Collapse AMD ## [NASDAQ: AMD](https://www.fool.com/quote/nasdaq/amd/) Advanced Micro Devices Today's Change (1.23%) \$2.68 Current Price \$220.18 Unable to reach the data service. Please check your connection. YTD 1w 1m 3m 6m 1y 5y Price VS S\&P ### Key Data Points Market Cap \$355B Day's Range \$217.73 - \$226.31 52wk Range \$76.48 - \$267.08 Volume 31M Avg Vol 38M Gross Margin 45\.99% Advanced Micro Devices ([AMD](https://www.fool.com/quote/nasdaq/amd/) \+1.23%) is also at the intersection of two strong trends. The company is the distant No. 2 player in the GPU market behind Nvidia, but it has carved out a niche in the inference market. It has also formed partnerships with and gotten large GPU commitments from both OpenAI and Meta Platforms. With both customers getting equity warrants tied to AMD's price and GPU deliveries, they both have an incentive to help AMD succeed. This alone should be a nice growth driver for the company. However, it is not the only one. AMD is also the leader in data center central processing units (CPUs). While GPUs are the muscle, CPUs act more like the brains of the operation. Demand for CPUs has also been on the rise along with the data center buildout, but there is an additional catalyst on the horizon: agentic AI. AI agents need more workflow coordination and data management, which is where CPUs come in. This is a huge opportunity that is emerging, which, along with its GPU deals, should help AMD deliver robust growth moving forward, making it a [top AI stock to own](https://www.fool.com/investing/stock-market/market-sectors/information-technology/ai-stocks/). ## Read Next Apr 6, 2026 •By [John Ballard](https://www.fool.com/author/16707/) [Broadcom's CEO Has Line of Sight to \$100 Billion in AI Chip Revenue. Is the Stock a Buy?](https://www.fool.com/investing/2026/04/06/broadcom-ceo-100-billion-ai-revenue-stock-buy/) Apr 5, 2026 •By [Keithen Drury](https://www.fool.com/author/20439/) [A Generational Investment Opportunity: 3 AI Stocks I'm Buying Now](https://www.fool.com/investing/2026/04/05/a-generational-investment-opportunity-3-ai-stocks/) Apr 5, 2026 •By [Keithen Drury](https://www.fool.com/author/20439/) [Prediction: These 5 Stocks Will Be the Best Performers of 2026](https://www.fool.com/investing/2026/04/05/prediction-these-5-stocks-will-be-the-best-perform/) Apr 3, 2026 •By [Geoffrey Seiler](https://www.fool.com/author/20615/) [History Says Buying Growth Stocks During a Rotation Beats the Market. Here Are 2 to Buy Right Now.](https://www.fool.com/investing/2026/04/03/history-says-buying-growth-stocks-during-rotation/) Apr 1, 2026 •By [Lyle Daly](https://www.fool.com/author/20014/) [The Largest Companies by Market Cap in April 2026](https://www.fool.com/research/largest-companies-by-market-cap/) Apr 1, 2026 •By [Matt DiLallo](https://www.fool.com/author/2093/) [7 Best ETFs to Buy in April 2026](https://www.fool.com/investing/how-to-invest/etfs/etfs-to-buy/) ### About the Author ![Geoffrey Seiler](https://g.foolcdn.com/avatar/193486863/large.ashx?_w=3840) Geoffrey Seiler is a contributing Motley Fool stock market analyst covering technology, consumer goods, healthcare, energy, and materials stocks. Prior to The Motley Fool, Geoffrey was a senior equity analyst at Raging Capital Management, a \$600 million long-short hedge fund. He holds a bachelor’s degree in history from Haverford College. [TMFFindProfit](https://www.fool.com/author/20615/) [Geoffrey Seiler](https://www.fool.com/author/20615/) has positions in Advanced Micro Devices, Alphabet, Broadcom, and Meta Platforms. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Meta Platforms, and Nvidia. The Motley Fool recommends Broadcom. The Motley Fool has a [disclosure policy](https://www.fool.com/legal/fool-disclosure-policy/). ### Stocks Mentioned [AV Broadcom NASDAQ: AVGO\$314.17 (-0.12%)-\$0.38](https://www.fool.com/quote/nasdaq/avgo/) [AM Advanced Micro Devices NASDAQ: AMD\$220.18 (+1.23%)+\$2.68](https://www.fool.com/quote/nasdaq/amd/) \*Average returns of all recommendations since inception. Cost basis and return based on previous market day close. ## Premium Investing Services Invest better with The Motley Fool. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services. 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Readable Markdown	Nvidia ([NVDA](https://www.fool.com/quote/nasdaq/nvda/) \+0.10%) has been one of the best success stories in the tech sector, climbing to become the largest company in the world. Its [graphics processing units (GPUs)](https://www.fool.com/investing/stock-market/market-sectors/information-technology/gpu-stocks/) are the engine of artificial intelligence (AI) infrastructure. Its CUDA software platform and networking platform have helped create a wide moat for the company, especially around large language model (LLM) training. The company's growth has been nothing short of spectacular. Its revenue has increased eightfold over the past three years, and it grew an impressive 73% last quarter. Meanwhile, with AI data center spending expected to exceed \$700 billion this year, the company sees no signs of growth slowing down. That said, Nvidia now has the law of large numbers working against it, and it is starting to see increased competition. More and more companies have been looking for cheaper alternatives, including designing their own custom chips. Total cost of ownership becomes an even bigger factor with [inference](https://www.fool.com/terms/a/ai-inference/), since it involves an ongoing cost every time someone makes a query or has AI perform a task. Even Nvidia seemingly admitted that its one-chip-to-rule-them-all strategy might have to go away when it licensed Groq's technology and hired its employees to design chips specifically for inference. While Nvidia is still a great company and a solid stock to own, there could be two competitors whose stocks have better upside. ## Broadcom: The custom chip leader AVGO Today's Change (-0.12%) \$-0.38 Current Price \$314.17 Broadcom ([AVGO](https://www.fool.com/quote/nasdaq/avgo/) 0\.12%) is benefiting from two of the biggest trends in AI infrastructure: networking and custom AI chips. The company is a data center networking leader, and as chip clusters become larger, the importance of networking only grows. The company's Tomahawk Ethernet switch is a cornerstone in AI data centers, while it also has a variety of other important networking components that help prevent bottlenecks and optimize the flow of data. Revenue for this business grew 60% in Q1 2026 and is expected to accelerate. The company's biggest opportunity is with custom AI chips. Broadcom is a leader in application-specific integrated circuit (ASIC) technology, where it provides the blueprints and intellectual property to help turn its customers' designs into chips that can be produced at scale with high yields. Because ASICs are hardwired for specific tasks, they tend to perform them very well while being more energy-efficient. This is a big selling point, especially for inference. Meanwhile, after it helped Alphabet develop its highly successful Tensor Processing Units (TPUs), other hyperscalers (owners of large data centers) have been flocking to Broadcom for its ASIC services. Broadcom recently projected that its AI ASIC revenue would exceed \$100 billion in fiscal 2027, which is more than 1.5 times the total revenue it generated in fiscal year 2025. That's explosive growth, and a huge reason to own the stock. ![Artist rendering of AI chip.](https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F858275%2Fgettyimages-1492319884.jpg&w=3840&op=resize) Image source: Getty Images. ## AMD: The agentic AI infrastructure play AMD Today's Change (1.23%) \$2.68 Current Price \$220.18 Advanced Micro Devices ([AMD](https://www.fool.com/quote/nasdaq/amd/) \+1.23%) is also at the intersection of two strong trends. The company is the distant No. 2 player in the GPU market behind Nvidia, but it has carved out a niche in the inference market. It has also formed partnerships with and gotten large GPU commitments from both OpenAI and Meta Platforms. With both customers getting equity warrants tied to AMD's price and GPU deliveries, they both have an incentive to help AMD succeed. This alone should be a nice growth driver for the company. However, it is not the only one. AMD is also the leader in data center central processing units (CPUs). While GPUs are the muscle, CPUs act more like the brains of the operation. Demand for CPUs has also been on the rise along with the data center buildout, but there is an additional catalyst on the horizon: agentic AI. AI agents need more workflow coordination and data management, which is where CPUs come in. This is a huge opportunity that is emerging, which, along with its GPU deals, should help AMD deliver robust growth moving forward, making it a [top AI stock to own](https://www.fool.com/investing/stock-market/market-sectors/information-technology/ai-stocks/). [Geoffrey Seiler](https://www.fool.com/author/20615/) has positions in Advanced Micro Devices, Alphabet, Broadcom, and Meta Platforms. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Meta Platforms, and Nvidia. The Motley Fool recommends Broadcom. The Motley Fool has a [disclosure policy](https://www.fool.com/legal/fool-disclosure-policy/).
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