Two of the biggest names in artificial intelligence (AI) investing are Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO). Both companies' businesses benefit significantly from the AI arms race, which is why investors are so interested in them.

Intel is rising on a report that two leading AI names are running manufacturing tests using its chipmaking technology.

Advanced Micro Devices (AMD) is also considering Intel's 18A process, though it is unclear if AMD has submitted test chips.

Nicole Kornitzer manages the Buffalo International Fund. She expects these companies to make their corporate clients more effective and efficient as they implement AI.

As the AI gold rush continues, investors are wondering if Nvidia is truly the only chip maker worth betting on. TheStreet Pro's Bob Lang reveals there's more to the semiconductor story, highlighting alternative players positioning themselves to capitalize on the AI revolution.