◆ NeutralAMDAVGONVDAGOOGGOOGLGOOGM

Got $1,000? 2 Growth Stocks Building the Data Centers of the AI Infrastructure Supercycle.

The Motley Fool·
Got $1,000? 2 Growth Stocks Building the Data Centers of the AI Infrastructure Supercycle.

AMD and Broadcom are positioned to lead the next wave of AI infrastructure development. AMD is targeting inference, agentic AI, and physical AI markets through strategic partnerships and acquisitions, while also dominating the data center CPU market. Broadcom leads in custom ASIC chip design and data center networking, with management forecasting its custom chip business revenue will double to $115 billion next fiscal year and double again to $230 billion the following year.

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