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The source is heavily betting on Nvidia because the massive cloud companies — Microsoft, Google, Amazon, Meta — are on track to spend $750 billion on data center infrastructure in 2026 and close to $1 trillion in 2027, and Nvidia's chips are the primary hardware those dollars flow into.
As the biggest cloud companies keep pouring money into AI infrastructure, AMD stands to win a large share of that spending as one of the few serious competitors making the specialized chips those systems run on, making it a stock worth owning.
Broadcom is a buy because it designs custom AI chips and networking hardware for the biggest cloud companies, meaning it stands to directly benefit as those companies pour massive amounts of capital into building out their AI infrastructure.