Two of the biggest names in artificial intelligence (AI) investing are Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO). Both companies' businesses benefit significantly from the AI arms race, which is why investors are so interested in them.

Intel was gaining early Monday on the prospect its chip-manufacturing business could gain major customers in Nvidia and Broadcom. Chip designers Nvidia and Broadcom are both running tests on Intel’s 18A manufacturing process,

Intel is rising on a report that two leading AI names are running manufacturing tests using its chipmaking technology.

U.S. equities fell at midday on weak economic reports and worries about new tariffs from the Trump administration.

Nvidia and Broadcom are testing Intel’s 18A chips and could end up spending hundreds of millions of dollars to them for manufacturing contracts.

Nicole Kornitzer manages the Buffalo International Fund. She expects these companies to make their corporate clients more effective and efficient as they implement AI.

As the AI gold rush continues, investors are wondering if Nvidia is truly the only chip maker worth betting on. TheStreet Pro's Bob Lang reveals there's more to the semiconductor story, highlighting alternative players positioning themselves to capitalize on the AI revolution.