4 No-Brainer AI Chip Stocks to Buy Right Now

Core Insights - Spending on AI infrastructure is expected to significantly increase this year, benefiting semiconductor stocks linked to AI chips [1][2] Group 1: AI Infrastructure Spending - Major cloud computing companies, including Amazon, Microsoft, and Alphabet, have allocated a total of $255 billion for growth capital expenditures related to AI infrastructure this year [2] - Meta Platforms plans to invest up to $65 billion in AI infrastructure [2] - A consortium led by Softbank and OpenAI has committed to spending $500 billion on AI infrastructure in the U.S. over the next few years through Project Stargate [2] Group 2: Key Companies in AI Chip Market - Nvidia is the leader in GPUs, essential for AI training and inference, holding approximately 90% market share in the GPU space, and is well-positioned to benefit from increased AI infrastructure spending [4][5] - Broadcom specializes in custom AI chips and has notable clients like Alphabet and Apple, with potential revenue opportunities of $60 billion to $90 billion from deploying up to 1 million AI chips by 2027 [6][7] - Advanced Micro Devices (AMD) focuses on GPUs for AI inference and has gained over 50% market share in CPUs for data centers, indicating growth potential in both CPU and GPU segments [9][10][11] - Taiwan Semiconductor Manufacturing (TSMC) is the leading semiconductor contract manufacturer, expanding its capacity with new foundries to meet rising demand for AI chips [12][13][14]