We recently published a list of 10 AI Stocks Analysts Are Focusing On These Days. In this article, we are going to take a look at where Broadcom Inc. (NASDAQ:AVGO) stands against other AI stocks analysts are focusing on these days.

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.

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.

AI chip maker Broadcom (AVGO) is tumbling 14% today after a Chinese startup, DeepSeek, reportedly developed a top-notch AI model using old semiconductors.

Whether you like or dislike her politics, one thing former House Speaker and current Rep. Nancy Pelosi has proven to be is a great investor. Earlier this month, it was disclosed that Pelosi sold shares of Apple while buying positions in Amazon (NASDAQ: AMZN) and Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG).

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.

Synaptics signed a licensing agreement with Broadcom that it says will accelerate its AI strategy. The agreement includes Wi-Fi 8, ultra-wideband, Wi-Fi 7, advanced Bluetooth and next-generation global positioning system/global navigation satellite system products and technology.