Since the start of the artificial intelligence (AI) infrastructure boom, the market has been dominated by Nvidia (NASDAQ: NVDA).
However, as the landscape shifts from training foundational large language models (LLMs) to inference and agentic AI, Advanced Micro Devices (NASDAQ: AMD) and Broadcom (NASDAQ: AVGO) are emerging as strong players
Let’s look at what each brings to the table and which is the best stock to buy right now. Nvidia 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).
However, the company isn’t sitting still when it comes to inference and agentic AI. Its “acquisition” 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).