Core Insights - Nvidia and Broadcom are leading the headlines due to significant data center revenue growth driven by strong demand for AI infrastructure, but other chipmakers like AMD and Marvell also have substantial opportunities ahead [2] Group 1: Advanced Micro Devices (AMD) - AMD has historically been a secondary player to Nvidia in the GPU market, but it has a chance to gain market share as the focus shifts towards inference [3] - The demand for chips that handle inference is expected to rise as AI models grow larger and are deployed more widely, with AMD already serving a significant portion of inference traffic for major AI companies [4] - AMD's ROCm software platform has improved and allows for competitive pricing and efficiency, which could enable AMD to capture market share from Nvidia by lowering total costs for customers [5] - The UALink Consortium, founded by AMD, offers an open standard alternative to Nvidia's NVLink, potentially allowing for greater flexibility in multi-GPU systems [6] - Even small market share gains would be impactful for AMD, given its much smaller revenue base compared to Nvidia, which reported over $40 billion in data center revenue last quarter compared to AMD's approximately $3 billion [7] Group 2: Marvell Technology - Marvell is also positioned in the AI infrastructure market, winning custom AI chip designs with various customers, although it currently operates under the shadow of Nvidia and Broadcom [8]