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09.12.2025 02:00:00

Nvidia vs. Broadcom: Which Is the Better AI Chip Stock to Own in 2026?

When it comes to which chip stock will outperform in 2026, there is no better existential battle than the one between Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO). This is about whether Nvidia can maintain its dominance in the artificial intelligence (AI) infrastructure market with its graphics processing units (GPUs), or whether the market will begin to shift more toward custom AI ASICs (application-specific integrated circuits), like what happened in cryptocurrency mining.Let's examine the case for each stock to see which will outperform in 2026.Nvidia is currently the dominant player in the AI infrastructure market, with its GPUs providing the muscle needed to run AI workloads. This dominance can be seen in its extraordinary growth over the past few years. Last quarter, it grew its revenue an impressive 62% to $57 billion, while on a two-year basis, its revenue more than tripled, and on a three-year basis, it's up nearly tenfold.Continue readingWeiter zum vollständigen Artikel bei MotleyFool

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