2 AI Semiconductor Stocks to Consider Buying in 2025

With Microsoft recently announcing its intentions to spend $80 billion on building data centers across the globe this year, there appears to be no let-up in spending on artificial intelligence (AI) infrastructure. Meanwhile, as companies advance their AI models, they need exponentially more chips for these models to be trained on. Both Nvidia and Broadcom have talked about customers deploying AI chip clusters of 1 million or more in the near future, which is a huge jump from what recent AI models have been trained on.Let's look at two semiconductor stocks that should nicely benefit from the continued proliferation of AI chips.Today, most chipmakers, such as Nvidia and Broadcom, just design chips while leaving the manufacturing to a third party. Manufacturing semiconductors is a complex task that requires a lot of technological know-how, and there is always a push for manufacturers to shrink chip size in order to increase processing power and reduce power consumption. At the same time, building foundries (chip manufacturing facilities) is a capital-intensive business (in other words, they cost a lot of money to build), and the foundries need to run near full capacity to be profitable.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool