Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and SoftBank are leading the newly announced Stargate initiative under President Trump — a project aiming to invest $500 billion into AI frameworks over the coming years.

Nvidia is the gold standard and leading provider of the graphics processing units (GPUs) used to train and run AI systems. The company is believed to control as much as 98% of the data center GPU market, according to semiconductor analyst firm TechInsights. If AI models can be trained on lower-cost, inferior chips, Nvidia has a lot to lose.

Broadcom’s business relies heavily on their networking products, which are crucial for data transfer in AI systems. If the market for premium AI chips experiences a downturn, amid the rise of DeepSeek, it could create a domino effect, potentially hurting sales of Broadcom’s supporting technologies and components.

Key Takeaways Nvidia shares tumbled Wednesday, dashing hopes for a quick recovery from losses earlier in the week amid concerns about competitiveness of American AI firms and their spending on artificial intelligence.

Tesla shares have advanced 50% in the last three months on expectations the company will benefit from the ties between CEO Elon Musk and President Donald Trump, especially where a

Broadcom shows strong growth in AI, software, and hardware, with robust financial performance and strategic acquisitions, making it a promising investment. Read more here.

DeepSeek's latest AI model, R1, raises questions about AI chip demand with its low training cost. But history shows efficiency drives more demand.

Broadcom's AI revenue is resilient to trade wars and sanctions, unlike Nvidia, making it a better investment in the current climate. Read more about AVGO stock here.

Dow Jones Futures: AI stock leaders Nvidia, Broadcom and Astera Labs all crashed on DeepSeek fears Monday. In the closing of the recent trading day, Sunoco LP (SUN) stood at $55.82, denoting a +0.02% change from the preceding trading day. A new AI model from Chinese company DeepSeek is undermining the AI boom's darling, Nvidia.

There’s no shortage of uncertainties surrounding productivity gains to be had from the AI boom. Will embracing next-generation large language models (LLMs) actually lead to an earnings boost? And when will such a boost be on the horizon?