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

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.

In 2024, nearly any company dealing with quantum computing or artificial intelligence saw its valuations soar. These two fields created some of the hottest investment opportunities in years. And while long-term projections are still rosy in terms of growth, the share prices for many of these next-gen businesses saw a correction in early 2025.

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.