Marvell Technology (NASDAQ:MRVL) and Nvidia (NASDAQ:NVDA) will emerge as the leaders of AI semiconductor firms in 2025, according to Barclays' broad vision.

Broadcom (NASDAQ:AVGO), Credo Technology (CRDO) and the undervalued Lumentum Holdings (NASDAQ:LITE) make the cut as well.

“NVDA GPU sale