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.

Nvidia extended gains to become the world's first $4 trillion company today. But JPM analyst Harlan Sur is uber bullish on Broadcom stock.