Ai Growth Stocks

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Ai Growth Stocks

2 Growth Stocks To Ride The AI Supercycle

Despite the massive gains seen in the AI stocks in 2025, the AI supercycle is still not over. However, just picking the same stocks like Nvidia, which benefited during the first AI wave, wouldn't help you secure gains.

According to experts, the next AI phase will benefit companies in networking, agentic AI, and inference. Keeping this in view, we have picked these 2 growth stocks to ride the AI supercycle:

Broadcom

Broadcom is one of the best stocks to benefit from the new trends emerging in the AI supercycle. Broadcom is one of the top providers of Ethernet switches, which are essential for networking.

Broadcom also offers optical interconnects and other components, which are important to help the systems perform at an optimal level.

The company is a leader in the ASIC technology, which is yet another key component in the AI supercycle. This technology allows customers to design their own custom chips for specific tasks.

These AI ASICs are specifically useful for the inference market as they are designed to lower the energy consumption while maximizing data throughput.

Alphabet

Another big player in the AI ASICs is Alphabet, which makes them in its TPUs. Another advantage enjoyed by Alphabet is that it can optimize the software and hardware used in these ASICs.

So in a nutshell, the companies using these chips have a huge structural cost advantage over those who only use Nvidia's GPUs.

Alphabet is also using these chips in its own AI workloads. This means the total cost of ownership can be lowered by almost 44% as compared to Nvidia servers.

The chips made by Alphabet are also ideal for high-volume inference. The company is now also offering the TPUs to customers, which means it will bring a lot of revenue.

There are also reports that Anthropic has placed an almost $21 billion order for the chips, and some of them will also be rented via the Google Cloud.

So, yet another stock that stands to benefit from the next wave of the AI supercycle is Alphabet. They make ASICs just like Broadcom and these chips can make a huge difference in terms of cost and performance.

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