<p>Since the start of the artificial intelligence (AI) infrastructure boom, the market has been dominated by <strong>Nvidia</strong> <span class="ticker-mention inline-flex items-center font-bold">(NVDA <span class="ml-1 text-red-900">1.86%</span>)</span>. However, as the landscape shifts from training foundational large language models (LLMs) to inference and agentic AI, <strong>Advanced Micro Devices</strong> <span class="ticker-mention inline-flex items-center font-bold">(AMD <span class="ml-1 text-green-900">+4.09%</span>)</span> and <strong>Broadcom</strong> <span class="ticker-mention inline-flex items-center font-bold">(AVGO <span class="ml-1 text-green-900">+0.01%</span>)</span> are emerging as strong players.</p>
<p>Let's look at what each brings to the table and which is the best stock to buy right now.</p>
<h2>Nvidia</h2>
<section><div><div><div><small><div>Expand</div></small></div><div><img alt="Nvidia Stock Quote" width="64" height="64" src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4"/></div><div><h2>NASDAQ: NVDA</h2><div>Nvidia</div></div></div><div><div><div>Today's Change</div><div>(-1.86%) $-4.09</div><div>Current Price</div><div>$215.42</div></div><div></div></div></div><div><div></div><div><h3>Key Data Points</h3><div><div>Market Cap</div><div>$5.2T</div><div>Day's Range</div><div>$214.84 - $221.07</div><div>52wk Range</div><div>$132.92 - $236.54</div><div>Volume</div><div>5.8M</div><div>Avg Vol</div><div>171.3M</div><div>Gross Margin</div><div>74.15%</div><div>Dividend Yield</div><div>0.02%</div></div></div></div></section>
<p>Nvidia remains the leader in LLM training, and that is unlikely to change. The company created a wide moat in this area with its CUDA software platform, which it planted in early AI research centers, essentially leading most foundational AI code to be written on its software and optimized for its graphics processing units (GPUs).</p>
<p>However, the company isn't sitting still when it comes to inference and agentic AI. Its &#34;acquisition&#34; of Groq brought with it language processing units (LPUs) designed specifically for inference, which it has since incorporated into its CUDA ecosystem. Meanwhile, the company is positioning itself as a leader in agentic AI with the introduction of its Vera Rubin central processing units (CPUs). It sees this as a new $200 billion market opportunity, and thinks it can hit $20 billion in CPU revenue this year. </p><div><div id="foolcom_sidebar_top_container"></div></div>
<p>Nvidia today is much more than GPUs, it's a complete AI infrastructure solution company. In fact, its fastest-growing business has been its networking portfolio, as it delivers complete AI rack solutions.</p><div></div>
<h2>AMD</h2>
<section><div><div><div><small><div>Expand</div></small></div><div><img alt="Advanced Micro Devices Stock Quote" width="64" height="64" src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FNRC5wbmcmdz0xMjg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FNRC5wbmcmdz0xMjg"/></div><div><h2>NASDAQ: AMD</h2><div>Advanced Micro Devices</div></div></div><div><div><div>Today's Change</div><div>(4.09%) $18.39</div><div>Current Price</div><div>$467.98</div></div><div></div></div></div><div><div></div><div><h3>Key Data Points</h3><div><div>Market Cap</div><div>$762B</div><div>Day's Range</div><div>$461.78 - $481.50</div><div>52wk Range</div><div>$108.62 - $481.50</div><div>Volume</div><div>1.5M</div><div>Avg Vol</div><div>38.7M</div><div>Gross Margin</div><div>47.09%</div></div></div></div></section>
<p>Long an afterthought in the GPU space, AMD is positioning itself to be a strong alternative to Nvidia in the inference market. The inference market is generally more constrained by memory than compute power, and the company's chiplet design allows it to be packaged with more memory. Along with improvements in its ROCm software, the company is much better positioned today than in the past, and it has two large GPU partnerships in place that should help drive growth in the coming years. It's also rumored that Anthropic will begin using AMD's newest GPUs for inference.</p><div><div id="in_line_article_pitch_container"></div></div>
<p>Meanwhile, the company is also well positioned for agentic AI as one of the leaders in the data center CPU space. This market is starting to boom, as the ratio of GPUs to CPUs in the data center begins to shrink. With training, the ratio has been 8:1, but it moves to 4:1 with inference and down to 1:1 for agentic AI. With agentic AI needing more cores, which act as individual workstations, high-performance CPU prices should also be on the rise. While a CPU typically costs less than 10 times that of a GPU, this is still a huge market opportunity for a company with a much smaller revenue base than Nvidia. </p>
<p></p>
<h2>Broadcom</h2>
<section><div><div><div><small><div>Expand</div></small></div><div><img alt="Broadcom Stock Quote" width="64" height="64" src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FWR08ucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FWR08ucG5nJnc9MTI4"/></div><div><h2>NASDAQ: AVGO</h2><div>Broadcom</div></div></div><div><div><div>Today's Change</div><div>(0.01%) $0.03</div><div>Current Price</div><div>$414.60</div></div><div></div></div></div><div><div></div><div><h3>Key Data Points</h3><div><div>Market Cap</div><div>$2.0T</div><div>Day's Range</div><div>$410.21 - $419.78</div><div>52wk Range</div><div>$231.13 - $442.36</div><div>Volume</div><div>585.5K</div><div>Avg Vol</div><div>23.8M</div><div>Gross Margin</div><div>64.96%</div><div>Dividend Yield</div><div>0.60%</div></div></div></div></section>
<p>With Nvidia's newest Rubin GPU expected to cost $55,000 per unit, it's perhaps no surprise that hyperscalers (owners of large data centers) have been looking to design their own custom chips to try to save costs. They've seen the advantage <strong>Alphabet</strong> has gained with its tensor processing units (TPUs) and are now trying to replicate the company's success. </p>
<p>As such, more and more hyperscalers have been turning to Broadcom for help. The company is a leader in application specific integrated circuit (ASIC) technology and helped Alphabet develop its TPUs. In addition to an increasing list of custom chip customers, Broadcom is also benefiting from the surge in TPU deployment, including Alphabet starting to let some select customers order TPUs directly from Broadcom. The company sees a clear line of sight to more than $100 billion in ASIC revenue in its fiscal 2027 alone. </p>
<p>Its custom chip business also feeds into its data center networking business, where it is a leader in the space. Between these two markets, the company is set to see huge growth in the coming years.</p>
<div><img alt="Artist rendering of AI chip." width="880" height="495" src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NjgxMTQvZ2V0dHlpbWFnZXMtMTQ5MjMxOTg4NC5qcGcmdz0zODQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NjgxMTQvZ2V0dHlpbWFnZXMtMTQ5MjMxOTg4NC5qcGcmdz0zODQw"/>
<p>Image source: Getty Images.</p>
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<h2>The verdict</h2>
<p>At this point, I don't think you can go wrong with owning any of these three AI stocks and would consider all three as buys. Nvidia is the cheapest of the group and the fastest growing currently, although it's become a massive company. Meanwhile, AMD and Broadcom have huge growth drivers on the horizon.</p>
<p>If I could only pick just one of these three stocks, it would be AMD, as it has two really enormous market opportunities in front of it that are just in the very early innings. In a market that loves growth, it's the stock to buy.</p><div id="article_pitch_container"></div><div id="promobox_container"></div>

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<p>The article compares Nvidia, AMD, and Broadcom as top AI stocks to buy. Nvidia leads in LLM training and is expanding into inference and agentic AI, while AMD is emerging as a strong alternative in the inference market with significant growth potential. Broadcom is capitalizing on custom chip demand from hyperscalers. The author recommends all three stocks but favors AMD for its promising market opportunities.</p>

- The article discusses the shifting dynamics in the AI infrastructure market, highlighting Nvidia, AMD, and Broadcom as key players.  
- Nvidia leads in LLM training and is expanding into inference and agentic AI, while AMD capitalizes on memory constraints in the inference market and positions itself strongly in CPUs.  
- Broadcom supports custom chip development for hyperscalers and anticipates significant revenue growth from ASIC technologies, making all three stocks attractive investment options, with AMD recommended as the top choice.

The Best Stocks to Buy Right Now: Nvidia vs. AMD vs. Broadcom