<div id="readability-page-1">Who’s in focus?: Nvidia, Broadcom, and Arista Networks are being touted as strong long-term AI plays after stellar earnings and growth projections. Why the optimism?: Nvidia is expanding beyond GPUs into CPUs, Broadcom is leading in custom AI chips, and Arista is vital for AI networking. What’s the backdrop?: Major AI hyperscalers plan record capital expenditures in the coming years, potentially exceeding $1 trillion by 2027.</div>

ANET

NVDA

<p>The Motley Fool highlights Nvidia, Broadcom, and Arista Networks as top long-term AI investments. This optimism stems from strong earnings, growth projections, and expanding roles: Nvidia in CPUs, Broadcom in custom chips, and Arista in networking. The backdrop includes major hyperscalers planning record capital expenditures exceeding $1 trillion by 2027.</p>

- Nvidia, Broadcom, and Arista Networks are viewed as strong long-term AI investments following impressive earnings and growth outlooks.  
- Nvidia is diversifying into CPUs, Broadcom is at the forefront of custom AI chips, and Arista is essential for AI networking.  
- Major AI hyperscalers are expected to increase capital expenditures significantly, potentially surpassing $1 trillion by 2027.

Arista Networks

NVIDIA

Invesco Semiconductors ETF

ISHRS S&P Glb It

iShares Semiconductor ETF

GraniteShares 2x Long AVGO Daily ETF

Roundhill AVGO WeeklyPay ETF

XL2CSOPNVDA

Spdr Select Tech

Defiance Daily Target 2X Long AVGO ETF

VanEck Semiconductor ETF

Direxion Daily NVDA Bull 2X Shares

SPDR S&P Semicon

Defiance Daily Target 2X Long ANET ETF

T-Rex 2X Long NVIDIA Daily Target ETF

GraniteShares 2x Long NVDA Daily ETF

Leverage Shares 2X Long AVGO Daily ETF

SPDR S&P Software

YieldMax NVDA Option Income Strategy ETF

TCW Artificial Intelligence ETF

Direxion Semicon Bull 3X

Direxion Daily AVGO Bull 2X Shares

iShares Expanded Tech Software Sector ETF

Broadcom

NVIDIA Corporation

Motley Fool spotlights Nvidia, Broadcom, Arista as long-term AI winners