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current AI infrastructureThe Motley Fool
•
77% Informative
Microsoft recently displayed its first server rack featuring Nvidia 's newest Blackwell graphic processing units (GPUs) Microsoft is believed to be the first company to receive shipments for the much-coveted Blackwell chips.
Broadcom primarily benefits from AI in two ways: providing custom AI chips and providing network components and switches.
Supermicro is a low-margin company with a history of past accounting issues, whose accounting is once again being questioned.
The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $ 395 calls on Microsoft and short January 2026 $ 405 calls on Microsoft . The Motley Fool has a disclosure policy..
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