AMD(US:AMD) The Motley Fool·2025-06-22 08:30Core Viewpoint - The artificial intelligence (AI) sector is rapidly evolving and presents significant investment opportunities, with a focus on ten key AI stocks to consider for investment. Company Summaries - Nvidia: Dominates the AI infrastructure market with a 92% market share in GPUs, supported by its CUDA software platform that enhances chip programming and optimization for AI tasks [2]. - Advanced Micro Devices (AMD): While trailing Nvidia in GPUs, AMD excels in CPUs for data centers and has carved a niche in AI inference, which is expected to grow significantly [4]. - Broadcom: Experiences strong momentum in networking solutions and is expanding into custom AI chips, with a projected serviceable market of $60 billion to $90 billion by fiscal 2027 [5][6]. - Taiwan Semiconductor Manufacturing (TSMC): A key player in manufacturing AI chips for various companies, benefiting from increased demand and strong pricing power [7]. - ASML: Holds a monopoly on extreme ultraviolet lithography equipment essential for advanced chip manufacturing, positioning itself as a long-term winner in the semiconductor industry [8]. - Amazon: The largest cloud computing provider, Amazon Web Services (AWS) is crucial for AI model development and is investing heavily in data center infrastructure to meet AI demand [9]. - Alphabet: A cloud computing giant benefiting from AI trends, with Google Cloud achieving profitability and leveraging its strong ad network [10]. - Meta Platforms: At the forefront of AI with its Llama large language model, enhancing user engagement and advertising effectiveness across its platforms [11]. - Palantir Technologies: Aims to be the orchestration layer for AI, structuring data to solve complex problems across various industries [12][13]. - Salesforce: Focuses on agentic AI to create a digital workforce, integrating its platforms to enhance customer interaction and task performance [14].