AI Research
Should You Forget Nvidia and Buy These 2 Artificial Intelligence (AI) Stocks Instead?

Both AMD and Broadcom have an opportunity to outperform in the coming years.
Nvidia is the king of artificial intelligence (AI) infrastructure, and for good reason. Its graphics processing units (GPUs) have become the main chips for training large language models (LLMs), and its CUDA software platform and NVLink interconnect system, which helps its GPUs act like a single chip, have helped create a wide moat.
Nvidia has grown to become the largest company in the world, with a market cap of over $4 trillion. In Q2, it held a whopping 94% market share for GPUs and saw its data center revenue soar 56% to $41.1 billion. That’s impressive, but those large numbers may be why there could be some better opportunities in the space.
Two stocks to take a closer look at are Advanced Micro Devices (AMD 1.91%) and Broadcom (AVGO 0.19%). Both are smaller players in AI chips, and as the market shifts from training toward inference, they’re both well positioned. The reality is that while large cloud computing and other hyperscalers (companies with large data centers) love Nvidia’s GPUs they would prefer more alternatives to help reduce costs and diversify their supply chains.
1. AMD
AMD is a distant second to Nvidia in the GPU market, but the shift to inference should help it. Training is Nvidia’s stronghold, and where its CUDA moat is strongest. However, inference is where demand is accelerating, and AMD has already started to win customers.
AMD management has said one of the largest AI model operators in the world is using its GPUs for a sizable portion of daily inference workloads and that seven of the 10 largest AI model companies use its GPUs. That’s important because inference isn’t a one-time event like training. Every time someone asks a model a question or gets a recommendation, GPUs are providing the power for these models to get the answer. That’s why cost efficiency matters more than raw peak performance.
That’s exactly where AMD has a shot to take some market share. Inference doesn’t need the same libraries and tools as training, and AMD’s ROCm software platform is more than capable of handling inference workloads. And once performance is comparable, price becomes more of a deciding factor.
AMD doesn’t need to take a big bite out of Nvidia’s share to move the needle. Nvidia just posted $41.1 billion in data center revenue last quarter, while AMD came in at $3.2 billion. Even small wins can have an outsize impact when you start from a base that is a fraction of the size of the market leader.
On top of that, AMD helped launch the UALink Consortium, which includes Broadcom and Intel, to create an open interconnect standard that competes with Nvidia’s proprietary NVLink. If successful, that would break down one of Nvidia’s big advantages and allow customers to build data center clusters with chips from multiple vendors. That’s a long-term effort, but it could help improve the playing field.
With inference expected to become larger than training over time, AMD doesn’t need to beat Nvidia to deliver strong returns; it just needs a little bigger share.
Image source: Getty Images.
2. Broadcom
Broadcom is attacking the AI opportunity from another angle, but the upside may be even more compelling. Instead of designing off-the-shelf GPUs, Broadcom is helping customers make their own customer AI chips.
Broadcom is a leader in helping design application-specific integrated circuits, or ASICs, and it has taken that expertise and applied it to making custom AI chips. Its first customer was Alphabet, which it helped design its highly successful Tensor Processing Units (TPUs) that now help power Google Cloud. This success led to other design wins, including with Meta Platforms and TikTok owner ByteDance. Combined, Broadcom has said these three customers represent a $60 billion to $90 billion serviceable addressable market by its fiscal 2027 (ending October 2027).
However, the news got even better when the company revealed that a fourth customer, widely believed to be OpenAI, placed a $10 billion order for next year. Designing ASICs is typically not a quick process. Alphabet’s TPUs took about 18 months from start to finish, which at the time was considered quick. But this newest deal shows it can keep this fast pace. This also bodes well with future deals, as late last year it was revealed that Apple will be a fifth customer.
Custom chips have clear advantages for inference. They’re designed for specific workloads, so they deliver better power efficiency and lower costs than off-the-shelf GPUs. As inference demand grows larger than training, Broadcom’s role as the go-to design partner becomes more valuable.
Now, custom chips have large upfront costs to design and aren’t for everyone, but this is a huge potential opportunity for Broadcom moving forward.
The bottom line
Nvidia is still the dominant player in AI infrastructure, and I don’t see that changing anytime soon. However, both AMD and Broadcom have huge opportunities in front of them and are starting at much smaller bases. That could help them outperform in the coming years.
Geoffrey Seiler has positions in Alphabet. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Apple, Meta Platforms, and Nvidia. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.
AI Research
UK to receive $6.8B Google investment for AI development

Google, part of Alphabet Inc., revealed its intention to invest £5 billion, approximately $6.8 billion, in the UK specifically to boost the development of an AI economy in the country in the next two years.
The tech giant shared this significant plan just as the US President Donald Trump gets ready to disclose economic deals surpassing $10 billion. This was brought during Trump’s visit to the US’s long-standing ally this week.
Google and AI rivals fuel UK tech surge
Not all the investment will be dedicated to the above sector; some will be set aside for a newly developed data center in Waltham Cross that focuses on meeting the surging demand for Google’s services, such as map and search services. According to the tech giant, this investment is a game-changer that will create about 8,250 jobs for UK citizens annually.
Just like Google, its rivals in the AI race, OpenAI and Nvidia, are also eyeing the UK to make investments worth billions in the country’s data centers during Trump’s visit.
According to reports, the investment will be implemented in collaboration with Nscale Global Holdings Ltd. Nscale is a London firm that operates large scale data centers and is a major player in Europe’s growing demand for AI infrastructure.
Trump’s visit to the UK strengthens the economies of the two nations
Earlier on September 15, senior officials in the US revealed that the American president was planning to announce economic deals exceeding $10 billion during his second visit to the United Kingdom.
“The trip to the U.K. is going to be incredible,” Trump told reporters Sunday. He said Windsor Castle is “supposed to be amazing” and added: “It’s going to be very exciting.”
The visit will feature a collaboration in science and technology, a sector anticipated to bring billions in new investments. The officials who shared these details about Trump’s trip wished to remain anonymous due to the confidential nature of the discussion.
They also stated that there is a likelihood that Trump and Keir Starmer, UK’s Prime Minister, might announce a defense technology cooperation deal and boost relationships between major financial centers in the two countries.
Some of these economic deals may be announced during a business reception that Rachel Reeves, the Chancellor of the Exchequer, will host, where the two leaders will be present. Other top US tech executives attending the event include Jensen Huang from Nvidia, and Sam Altman from OpenAI. They will participate in roundtable talks on Thursday, September 18, at Chequers, the prime minister’s residence.
These economic programs came alongside previous efforts to sign a significant deal that would ease the construction of nuclear power plants. The two countries will utilize each other’s safety checks on reactor designs that will accelerate the approval process.
Even though some economic deals are progressing smoothly, US officials have highlighted that Trump’s announcements will likely not include a deal to loosen US tariff policies on scotch whiskey. Notably, this is what Starmer has been actively pushing for.
The officials also pointed out a likelihood that the announcements will not address Trump’s ongoing worries brought about by the UK government’s ability to regulate US-based tech firms such as Apple and Alphabet, in connection with their control over smartphones.
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AI Research
Researchers used AI to design the perfect phishing plot, what happened next shocked everyone

AI is increasingly being put to the test for its potential benefits, but a new experiment has shown how the same technology can also fuel online crime. A Reuters investigation, conducted in partnership with Harvard researcher Fred Heiding, has revealed that some of the world’s most widely used AI chatbots can be nudged into producing scam emails aimed at senior citizens.
In a controlled study, emails generated by these bots were sent to more than 100 elderly volunteers in the United States. While no money or personal data was taken, the results were troubling. About 11 per cent of the participants clicked on the links inside the phishing emails, suggesting that AI-generated scams can be as persuasive as those crafted by humans.
The fake charity experiment with Grok
The investigation began with a test on Grok, the chatbot developed by Elon Musk’s company xAI. Reporters asked it to create a message for older readers about a charity called the “Silver Hearts Foundation”. The mail looked convincing, speaking about dignity for seniors and urging them to join the mission. Without further prompting, Grok even added a line to create urgency: “Click now to act before it’s too late.” The charity did not exist, the entire email was designed to trick recipients.
Phishing: a growing global threat
Phishing, where people are deceived into revealing sensitive information or sending money, is one of the biggest challenges in cybersecurity. According to FBI figures, it is the most reported cybercrime in the US, and older people are among the worst affected. In 2023 alone, Americans over 60 lost nearly $5 billion to such fraud. The agency has also warned that generative AI tools can make these scams more effective and harder to detect.
Chatbots tested beyond Grok
The Reuters team went beyond Grok and tested five other major chatbots – OpenAI’s ChatGPT, Meta’s AI assistant, Google’s Gemini, Anthropic’s Claude and DeepSeek. Initially, most of them refused to generate phishing content. But with slight changes in the way requests were worded, such as describing the exercise as academic research or fiction writing, the chatbots eventually produced scam-like drafts.
Why AI makes scams easier
Heiding, who has studied phishing techniques for years, said this flexibility makes chatbots “potentially valuable partners in crime”. Unlike humans, they can generate dozens of variations instantly, helping criminals cut costs and scale up operations. In fact, Heiding’s earlier research showed that phishing emails written by AI could be just as effective in luring targets as those created manually.
When tested on seniors, five out of nine AI-generated mails resulted in clicks. Two came from Grok, two from Meta AI and one from Claude. None of the volunteers responded to ChatGPT or DeepSeek’s drafts. But the study was not intended to rank which chatbot is more dangerous, rather to show that several can be exploited for scams.
Tech firms acknowledge risks
Technology companies have acknowledged the concerns. Meta said it invests in safeguards to prevent misuse and regularly stress-tests its systems. Anthropic stated that using its chatbot Claude for scams violates its policies and accounts found misusing the tool are suspended. Google said it retrained Gemini after learning it had generated phishing content, while OpenAI has publicly admitted in past reports that its models can be misused for “social engineering”.
Security experts believe the issue lies in how companies balance user experience with safety. Chatbots are designed to be helpful, but stricter refusals could drive users towards rival products with fewer restrictions. This trade-off, researchers argue, creates room for misuse.
The problem is not confined to experiments. Survivors of scam operations in Southeast Asia told Reuters that they had been forced to use ChatGPT in real-world fraud schemes. Workers at such centres reportedly used the bot to polish responses, translate messages and build trust with victims.
Governments and regulators respond
Governments are beginning to take note. Some US states have passed laws against AI-generated fraud, though most target scammers themselves rather than the companies providing the technology. The FBI, in a recent alert, said criminals are now able to “commit fraud on a larger scale” because AI reduces the time and effort required to make scams believable.
– Ends
AI Research
SEERai™ by Galorath Wins SiliconANGLE TechForward Award with Industry-First Agentic Artificial Intelligence
SEERai Recognized as the Industry’s First Agentic AI Platform Transforming Cost, Schedule, and Risk Planning in Secure Enterprise Environments
LONG BEACH, Calif., Sept. 16, 2025 /PRNewswire/ — Galorath, the premier AI-powered operational intelligence platform provider, today announced that SEERai™ has been named a winner in SiliconANGLE’s 2025 TechForward Awards. The platform was recognized in the “AI Tech – Generative AI & Foundation Models” category for its impact in enabling secure, explainable AI-driven planning across complex programs.
SEERai is the first commercially available agentic AI platform engineered for program-critical outcomes. Unlike generic AI copilots or disconnected estimation tools, SEERai uses a modular architecture of purpose-built agents, retrieval-augmented generation (RAG), and structured decision logic to deliver fully traceable outputs. It enables organizations to accelerate proposal timelines, standardize estimation practices, and scale expert insight—without compromising accuracy, auditability, or security.
“Being recognized by SiliconANGLE is a testament to Galorath’s ongoing commitment to innovation and impact,” said Charles Orlando, Chief Strategy Officer, Galorath Incorporated. “With rising costs, constrained budgets, and outdated tools testing the limits of traditional project planning, SEERai delivers an agentic AI solution that replaces static assumptions with accuracy, agility, and confidence.”
The TechForward Awards recognize the technologies and solutions driving business forward. As the trusted voice of enterprise and emerging tech, SiliconANGLE applies a rigorous editorial lens to highlight innovations reshaping how businesses operate in our rapidly changing landscape. As organizations face pressures to deliver projects faster, reduce costs, and improve outcomes across increasingly complex environments, traditional tools and approaches often fail to adapt to real-time changes, leaving teams struggling with inefficiencies, risks, and misalignment. Galorath’s award-winning SEERai solution is pioneering the future of AI for cost estimation, project planning, and risk management.
“These winners represent the most impressive achievements emerging from today’s fiercely competitive tech landscape, embodying the relentless drive and visionary thinking that pushes entire industries forward,” said John Furrier, co-founder and co-CEO of SiliconANGLE Media. “These are the solutions that business leaders trust to solve their most critical challenges. They’re not just products, they’re competitive advantages.”
The TechForward awards program honors both established enterprise solutions and breakthrough technologies defining the future of business, spanning AI innovation, security excellence, cloud transformation, data platform evolution and blockchain/crypto tech. SEERai was selected from a competitive field of nominees by a panel of industry experts and technology leaders. The complete list of winners can be found online at https://siliconangle.com/awards/.
About SiliconANGLE Media
SiliconANGLE Media is a recognized leader in digital media innovation, bringing together cutting-edge technology, influential content, strategic insights and real-time audience engagement. As the parent company of SiliconANGLE, theCUBE Network, theCUBE Research, CUBE365, theCUBE AI and theCUBE SuperStudios — such as those established in Silicon Valley and the New York Stock Exchange (NYSE) — SiliconANGLE Media transforms the way technology companies connect with their target markets. Founded by tech visionaries John Furrier and Dave Vellante, SiliconANGLE Media has built a powerful ecosystem of industry-leading digital media brands, with a reach of 10+ million elite tech professionals, 4+ million SiliconANGLE readers and 250,000+ social media subscribers. The company’s new, proprietary theCUBE AI LLM is breaking ground in audience interaction, leveraging CUBE365’s neural network to help technology companies make data-driven decisions and stay at the forefront of industry conversations.
About SEER® and SEERai
Galorath’s flagship project estimating software, SEER®, offers unparalleled capabilities in project cost forecasting, risk mitigation, and actionable insights, making it the go-to platform for project cost planning for hardware and software development, systems engineering, aerospace, and manufacturing companies. SEERai is Galorath’s modular agentic AI platform for estimation, sourcing, labor, schedule, and risk, standing out as a first-of-its-kind generative AI for digital engineering support. Combining its connection with the knowledge bases of SEER, along with secure, isolated integration of an organization’s backend systems, processes, databases, and projects, SEERai allows cost and project estimation professionals to use natural language to instantly generate actionable information and data for project and cost estimation, from Work Breakdown Structures (WBS) to project and cost estimation guidance and much more. For more information, visit https://galorath.com/ai.
About Galorath Incorporated
Leveraging four decades of in-market experience and success, Galorath transforms cost, scheduling, should-cost analysis, and project estimation, optimizing outcomes and achieving unparalleled efficiencies for public and private sector organizations worldwide. SEER®, Galorath’s flagship digital engineering platform, is trusted by industry giants like Accenture, NASA, Boeing, the U.S. Department of Defense, and BAE Systems (EU). SEER accelerates time to market, dramatically enhances project predictability and visibility, and ensures project costs are on track and on budget. For more information, visit https://galorath.com/.
All trademarks are the property of their respective owners. |
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