With Nvidia, AMD, and Broadcom’s customers currently ramping AI chips, KeyBanc analysts see those three companies in a favorable position ahead of the next batch of earnings reports.

Nvidia is the dominant player in AI infrastructure, but its size could limit some of its upside. AMD and Broadcom, meanwhile, have huge opportunities. Given their smaller sizes, the stocks have the potential to outperform Nvidia in the coming years.

Some of the largest technology stocks are trading at historically cheap valuations as earnings season starts back up. Continue reading this article with a Barron’s subscription