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Spend Artificial Intelligence (AI) The infrastructure should see a big boost this year, which will undoubtedly help a certain number of semiconductor stocks with links with AI fleas.
For example, the three large Cloud Computing Companies – Amazon,, MicrosoftAnd Alphabet – Budgetized a budget of $ 255 billion in growth capital expenditure (CAPEX), largely linked to the infrastructure of IA this year. In the meantime, Meta-platforms announced that it would spend up to $ 65 billion for IA infrastructure. In order not to be outdone, a consortium of companies led by Japan Flexible bank And Openai is committed to spending $ 500 billion in AI infrastructure in the United States in the coming years through the Stargate project.
Let’s examine the AI ​​flea companies to take advantage of the advantages.
Nvidia(Nasdaq: NVDA) is the leader in graphic processing units (GPU), which are the main chips used in AI training and inference because of their higher treatment speeds. The chips were initially designed to help accelerate the graphics rendering in video games. But later, the company allowed customers to program fleas for other tasks via its CUDA software. Today, via its Cuda X platform, which has been built on Cuda, it offers microservices and libraries accelerated by the GPU specially designed for AI.
Cuda has helped offer Nvidia customers a higher experience and has created a large gap for the company. This can be seen in its market share of around 90% in the GPU area. As such, the company is about to be one of the largest winners of the increase in IA infrastructure expenses.
In addition, the action is at an attractive price, negotiating a price / profits ratio (P / E) in the long term the estimates of analysts 2025 and a price / benefit for growth (PEG) 0.5, with ankles less than 1 considered to be undervalued.
While Nvidia is the leader of mass merchant GPUs, Broadcom(Nasdaq: Avgo) has become the leader to help customers design their own personalized AI chips. Although these integrated circuits specific to application, or ASICS, will not have the flexibility of GPUs, they generally have better performance and more efficient energy consumption for the specific task for which they have been designed.
Broadcom’s first Puce Ai Puce Customer was the alphabet, as he helped him design his tensor treatment unit (TPU) called Trillium. Since then, he has added other customers who include meta-platforms, Bytedance, Openai and, more recently, Apple. Broadcom noted that its three best customers could deploy up to 1 million IA chips in 2027, which represents a income opportunity from 60 billion to $ 90 billion in 2027. Although Nvidia probably gets a good income with Its GPUs, Broadcom also has a huge opportunity too.
In addition, Broadcom also manufactures the components necessary for IA infrastructure such as switches and NIC (network interface cards). The stock is at a reasonable price at 30 times p / e forward.
Image source: Getty Images.
While Advanced micro-apparents(Nasdaq: AMD) is a distant second in Nvidia in the GPU area, the company has cut a niche with its GPUs for the inference of the AI. While AI continues to grow, this market too.
However, where AMD shines, it is with its central processing units (CPU) designed for data centers. While GPUs provide power, CPUs provide the brain. Its Epyc processors continued to gain market share in the space of the data center. In the last quarter, he said that his market share was much greater than 50% at Hyperscalers, which are companies that operate massive data centers.
Although the number of CPUs used in AI infrastructure is not as much as the number of GPUs, they still play an important role, and this part of AMD activities should continue to grow. Meanwhile, his processors also obtained sharing of the personal computer space (PC). The company should see good growth linked to AI of its CPU and GPU offers.
Trading at 24 times 2025 analysts estimates, the action is attractive, given the occasion before.
With more AI chips will come more flea manufacturing, this is where Manufacture of Taiwan semiconductors(NYSE: TSM)or TSMC, intervenes. The company is the main manufacturer of semiconductor contracts worldwide, with companies like Apple, Nvidia and Broadcom among its best customers.
The manufacture of fleas is not an easy process, and TSMC has become the clear leader and a precious partner for its customers in the process of creating fleas. With competitors such as Intel And Samsung In difficulty, the TSMC has collected a strong price power over the years and should also see an increase in prices this year. This has led both to a strong growth in income as well as to improving margins, which is an excellent combination.
In addition, TSMC continues to expand its manufacturing capacity by building new foundries (flea manufacturing factories) to meet demand. New installations in Arizona and Japanese took place online in the fourth quarter, and it currently plans to build two other installations, one in Arizona and one in Germany.
Meanwhile, the stock is cheap, negotiating a P / E before 22 times and an ankle of less than 0.8.
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Randi Zuckerberg, former Director of Development of the Facebook and Sister of the CEO of Meta Platforms, Mark Zuckerberg, is a member of the board of directors of Motley Fool’s. John Mackey, former CEO of Whole Foods Market, a subsidiary of Amazon, is a member of the board of directors of Motley Fool’s. Suzanne Frey, director of Alphabet, is a member of the board of directors of Motley Fool’s. Geoffrey Seiler has alphabet positions. The Motley Fool has positions and recommends micro advanced devices, alphabet, Amazon, Apple, Intel, Meta Platforms, Microsoft, Nvidia and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom and recommends the following options: January 2026 395 $ 395 Calls on Microsoft, short February 2025 $ 27 calls on Intel, and short January 2026 405 $ calls Microsoft. The Word’s madman has a Disclosure policy.
