AMD, Broadcom, and Micron Technology named top AI growth stocks

10 articles · Updated · The Motley Fool · Apr 25

Broadcom projects $100 billion in AI chip sales for fiscal 2027, with Anthropic ordering $21 billion in chips this year and new partnerships with Alphabet and OpenAI.
AMD is set to benefit from advances in inference and agentic AI, leveraging new GPU and CPU designs and partnerships with OpenAI and Meta Platforms. Micron Technology sees strong revenue growth from a DRAM shortage driven by AI demand.
Broadcom’s custom AI chip business is expanding as hyperscalers seek alternatives to Nvidia, while Micron and competitors secure long-term high-bandwidth memory deals, reducing cyclicality and supporting continued AI infrastructure growth.

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