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.

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

Intel was gaining early Monday on the prospect its chip-manufacturing business could gain major customers in Nvidia and Broadcom. Chip designers Nvidia and Broadcom are both running tests on Intel’s 18A manufacturing process,