2 AI Chip Stocks to Buy on the Dip

Group 1: AI Stock Performance - Top AI stocks have faced challenges in 2025 due to high valuations, economic concerns, and spending direction on data centers [1] - Despite recent setbacks, the semiconductor industry is expected to grow, with AI acting as a catalyst for leading chip stocks over the next decade [2] Group 2: Nvidia - Nvidia's shares are down 23% from recent highs, but its leadership in GPUs offers long-term growth opportunities [3] - Demand for Nvidia's chips for AI inferencing is accelerating, which is crucial for the company's long-term value [4] - AI models requiring high-level reasoning will need significantly more computing power, driving investment in Nvidia's Blackwell platform [5] - Nvidia's data center revenue reached $35 billion, with large cloud providers accounting for nearly half of this revenue [6] - Meta Platforms plans to invest$60 billion to $65 billion in capital expenditures, benefiting Nvidia through its use of Nvidia's chips [7] - Nvidia's total revenue grew 12$39.3 billion in Q4, with expectations to rise to approximately $43 billion in Q1 [8] Group 3: Marvell Technology - Marvell Technology's stock has seen a 33% decline year-to-date despite beating revenue expectations, indicating a potential buying opportunity [9][10] - The company is ramping up production of custom AI silicon, positioning itself for growth in the data center market [11] - Marvell is innovating with optical data transfer methods, which could enhance its data center revenue opportunities [12] - Revenue increased by 27% year-over-year in Q4, driven by a 78% rise in the data center business, although other markets are mixed [12][13] - Following a significant sell-off, Marvell shares are now available at a more reasonable forward P/E of 26, down from an earlier 80 times earnings multiple [13]