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.

Chip designers Nvidia and Broadcom are running manufacturing tests with Intel, two sources familiar with the matter told Reuters, demonstrating early confidence in the struggling company's advanced production techniques.

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