The Motley Fool·2025-12-01 14:30Group 1: Broadcom - Broadcom is well-positioned to capitalize on the increasing demand for AI infrastructure, particularly in data centers [2][5] - The company has significant opportunities in custom AI chip development, with potential revenues from three customers estimated between $60 billion to $90 billion by fiscal 2027, and a $10 billion order from a fourth customer [5][6] - Broadcom's recent deal with OpenAI to design and deploy 10 gigawatts of AI chips represents a substantial growth opportunity, equating to approximately $35 billion in chips per gigawatt [6] Group 2: Amazon - Amazon's stock has underperformed recently, but it is expected to rebound and outperform in 2026 due to operational efficiencies driven by advancements in robotics and AI [7][8] - The North American segment of Amazon has shown strong operating leverage, with a 28% increase in adjusted operating income in Q3, despite only an 11% increase in sales [9] - AWS is beginning to accelerate its growth, with a 20% revenue increase in Q3, and a significant $38 billion cloud computing deal with OpenAI is expected to enhance its data center capabilities [11][12]