The AI build-out is still just getting started, and these companies are positioned to capitalize.

AVGO's AI-driven semiconductor growth surges in Q1, with AI revenues more than doubling as hyperscale demand powers stronger Q2 forecasts.

Some of artificial intelligence's biggest long-term winners may be built alongside Nvidia.

Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) are up 11% at midday Friday, with Skyworks Solutions (NASDAQ:SWKS) higher by 9% and Qorvo (NASDAQ:QRVO) tacking on 7%.

Few mega-caps have ridden the AI infrastructure wave as cleanly as Broadcom (NASDAQ:AVGO | AVGO Price Prediction).

Broadcom stock is below a pivot of 414.61 with its earnings report due June 3.

Broadcom, Meta, Applied Materials, GlobalFoundries and Synopsys are joining forces to launch a $125 million "Semiconductor Hub" at the UCLA Samueli School of Engineering. The new partnership will support research across chip design, equipment, software, manufacturing and other parts of the semiconductor ecosystem, according to a UCLA press release.

Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D. As investors digest Nvidia's (NVDA) earnings, @CharlesSchwab's Joe Mazzola and Kevin Hincks turn their attention to Broadcom (AVGO).

Broadcom Inc. (AVGO) possesses solid growth attributes, which could help it handily outperform the market.

Artificial intelligence has become the new arms race for Big Tech, but the battle is no longer just about who has the smartest chatbot.