Kim Forrest points to AMD Inc. (AMD) and Micron (MU) as two companies that can challenge Nvidia's (NVDA) dominance in the A.I. hardware space. On AMD, Kim points to the chipmaker's OpenAI deal as a main driver to its success. When it comes to OpenAI's spending, however, she urges caution and tells investors to watch for receipts on its purchases. Alexis Browne Roberts believes that OpenAI can justify its spending through its revolving door of partnerships. She's also a buyer of chip stocks on pullbacks.