{"id":284793,"date":"2026-02-15T03:54:21","date_gmt":"2026-02-15T03:54:21","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/284793\/"},"modified":"2026-02-15T03:54:21","modified_gmt":"2026-02-15T03:54:21","slug":"should-you-forget-nvidia-and-buy-2-other-artificial-intelligence-ai-stocks-instead","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/284793\/","title":{"rendered":"Should You Forget Nvidia and Buy 2 Other Artificial Intelligence (AI) Stocks Instead?"},"content":{"rendered":"\n

Nvidia (NASDAQ: NVDA) is officially the largest company in the world by market capitalization<\/a>. The computer chipmaker that dominates the artificial intelligence (AI) field has grown at an insatiable rate over the last few years, making investors rich in the process.<\/p>\n

That does not mean it will repeat over the next few years. Today, Nvidia trades at a premium price-to-earnings (P\/E<\/a>) ratio, faces competition from its own customers, and relies solely on the growth of AI infrastructure spending to keep the party going. This makes the stock a risky bet for investors at its current market cap of $4.6 trillion.<\/p>\n

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Is it time to forget Nvidia and buy some other AI stocks instead?<\/p>\n

\"A Image source: Getty Images. <\/p>\n

First up is Amazon (NASDAQ: AMZN). The technology giant is one of Nvidia’s largest customers, spending a boatload of money each year on AI-related computer chips for its cloud infrastructure business, Amazon Web Services (AWS).<\/p>\n

While Amazon will still remain an Nvidia customer, it has begun diversifying its chip procurement by developing in-house brands. Specifically, AWS is working closely with the fast-growing AI start-up Anthropic to build data centers using these in-house chips, slowly pushing Nvidia out as its preferred chip provider. This will save Amazon money while also potentially producing a headwind for Nvidia over the next few years.<\/p>\n

When looking at Amazon’s business, it is doing just fine at the moment. Revenue from North American commerce grew 10% year over year last quarter to $127 billion, while AWS revenue was up 24% year over year to $35.6 billion. This year, Amazon plans to spend $200 billion on capital expenditures, primarily on AWS. This should lead to stronger growth for its AI cloud computing business as start-ups like Anthropic — along with its existing corporate clients — keep pouring billions of dollars into the AI race.<\/p>\n

The other major customer-turned-competitor to Nvidia is Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG), parent company of Google, YouTube, and Gemini. Alphabet was one of the first big tech companies to invest in its own computer chips, with the in-house Tensor Processing Units (TPUs) now powering a bunch of the business’s internal data center usage and cloud infrastructure.<\/p>\n

Like Amazon, Alphabet will remain a customer of Nvidia but could reduce its exposure to the third-party chipmaker over time.<\/p>\n

Alphabet also has plenty of ways to benefit from the AI revolution, while Nvidia is focused solely on selling computer chips to data centers for close to 100% of its revenue. Alphabet’s Google Search revenue rose 17%, and Google Cloud revenue rose 48%, both benefiting from the growing use of AI worldwide. Use of its advanced AI chatbot Gemini is growing quickly as well.<\/p>\n

To top it all off, Alphabet and Amazon trade at P\/E ratios below 30. Nvidia’s is 46. These two stocks are much better AI bets for investors over the next few years, even if Nvidia crushed them over the last three.<\/p>\n

Before you buy stock in Amazon, consider this:<\/p>\n

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Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation,\u00a0you\u2019d have $414,554!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you\u2019d have $1,120,663!*<\/p>\n

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*Stock Advisor returns as of February 14, 2026. <\/p>\n

Brett Schafer<\/a> has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, and Nvidia. The Motley Fool has a disclosure policy<\/a>.<\/p>\n

Should You Forget Nvidia and Buy 2 Other Artificial Intelligence (AI) Stocks Instead?<\/a> was originally published by The Motley Fool<\/p>\n","protected":false},"excerpt":{"rendered":"Nvidia (NASDAQ: NVDA) is officially the largest company in the world by market capitalization. The computer chipmaker that…\n","protected":false},"author":2,"featured_media":284794,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[365,414,1795,363,364,23169,8558,111,139,1042,69,145],"class_list":{"0":"post-284793","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-amazon","10":"tag-amazon-web-services","11":"tag-artificial-intelligence","12":"tag-artificialintelligence","13":"tag-computer-chips","14":"tag-data-centers","15":"tag-new-zealand","16":"tag-newzealand","17":"tag-nvidia","18":"tag-nz","19":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/284793","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=284793"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/284793\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/284794"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=284793"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=284793"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=284793"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}