AMD and Marvell are two overlooked AI chip companies that have big opportunities.
Nvidia and Broadcom have been getting all the headlines lately, and with good reason. Both companies have been seeing huge data center revenue growth as demand for artificial intelligence (AI) infrastructure remains strong. But they are not the only AI chipmakers with big opportunities ahead.
Let's look at two other chipmakers that are well positioned to benefit as the AI buildout enters its next phase.
Advanced Micro Devices
Advanced Micro Devices ( AMD -0.23% ) has long played second fiddle to Nvidia in the graphics processing unit (GPU) market, and that is unlikely to change anytime soon. However, the company does have a nice opportunity to grab some share as the market starts to shift to