Nvidia Leads the Pack: Top 10 AI Stocks to Buy for Infrastructure Growth

Nvidia, Broadcom, Taiwan Semiconductor, and ASML are among the top AI stocks to buy now, focusing on infrastructure and computing hardware for AI models. Nvidia's GPUs are the computing muscle behind AI, while Broadcom provides custom AI accelerators and Taiwan Semiconductor produces chips for these companies. ASML's machines are used in high-tech chip production facilities due to their technological monopoly. These stocks are expected to see significant growth as AI infrastructure continues to be built out.

As the landscape of artificial intelligence (AI) continues to evolve, investors are focusing on key players in AI infrastructure and computing hardware. Among the top AI stocks to watch are Nvidia, Broadcom, Taiwan Semiconductor, and ASML. These companies play crucial roles in the development and deployment of AI models, positioning them for significant growth.

Nvidia (NVDA)

Nvidia, a leading semiconductor firm, has been a bellwether for AI stocks. Its GPUs (Graphics Processing Units) are the computing muscle behind AI, making them indispensable for training and running AI models. In 2025, Nvidia has advanced 28%, rebounding from a sell-off tied to China-based DeepSeek's AI models [1]. The company is also expanding its customer base beyond big tech through "sovereign AI" partnerships with governments and encroaching on the turf of some customers with its own cloud computing services.

Broadcom (AVGO)

Broadcom, another key player, has advanced 22% in 2025, providing custom AI chips for major tech companies such as Google, Meta, and TikTok owner ByteDance. With Apple and OpenAI among its prospective customers, Broadcom is well-positioned to benefit from the growing demand for AI infrastructure [1].

Taiwan Semiconductor (TSM)

Taiwan Semiconductor, a leading producer of advanced semiconductor chips, has seen increased demand for its products due to the AI boom. The company supplies chips to Nvidia and other AI-focused firms, making it a critical component in the AI infrastructure supply chain [1].

ASML (ASML)

ASML, a Dutch company, holds a technological monopoly in the production of high-tech chips. Its machines are used in facilities producing AI chips, making it a key player in the AI infrastructure sector. ASML's stock has seen steady growth, reflecting the increasing demand for its advanced lithography systems [1].

Conclusion

These AI stocks are expected to see significant growth as AI infrastructure continues to be built out. Investors should keep a close eye on these companies as they play a pivotal role in the development and deployment of AI models. The competition in AI models is fierce, with companies like OpenAI and Google also making significant investments in AI technologies.

References:
[1] https://www.investors.com/news/technology/artificial-intelligence-stocks/