5 AI Stocks to Own for the Inference Age

As AI shifts from training large language models to inference and agentic AI workloads, semiconductor companies are positioned to benefit. Nvidia leads with its GPU-LPU combination, AMD is well-suited for memory-bound inference tasks, Cerebras offers specialized high-speed chips, Broadcom helps hyperscalers develop custom ASICs, and Micron benefits from surging high-bandwidth memory demand.