Motley Fool Backs 3 AI Chip Stocks as Sell-Off Cuts Nvidia to 16 Times 2028 Earnings
Updated
Updated · The Motley Fool · Jul 15
Motley Fool Backs 3 AI Chip Stocks as Sell-Off Cuts Nvidia to 16 Times 2028 Earnings
3 articles · Updated · The Motley Fool · Jul 15
Summary
Three AI chip names—Nvidia, AMD and Broadcom—were flagged as buy opportunities after a recent sector pullback lowered valuations despite expectations for years of data-center spending.
Nvidia's sell-off left it at 16 times projected fiscal 2028 earnings, with the report arguing its CUDA ecosystem, inference chips and fast-growing networking business still support AI leadership.
AMD was pitched as a beneficiary of inference and agentic AI, where memory-heavy workloads and rising CPU demand could help it win more business; it sees the data-center CPU market reaching $120 billion by 2030.
Broadcom was highlighted for custom AI accelerators and networking, with Alphabet planning up to $190 billion in AI infrastructure spending this year and Broadcom targeting a business worth more than $100 billion in fiscal 2027.
The broader call is that the AI infrastructure retreat looks more like a pause after a strong run than a lasting slowdown in hyperscaler build-outs.