Nvidia stock has benefited from its role as the dominant provider of AI chips but Broadcom is posing the biggest threat yet to that position.
Broadcom (AVGO) and Marvell (MRVL) are positioned as high-upside buys amid AI chip diversification and pushback against Nvidia's dominance. AVGO offers diversification but this reduces AI exposure, ...
Tech giants are pouring $700 billion into AI infrastructure, yet Nvidia (NASDAQ:NVDA | NVDA Price Prediction) stock has gone ...
Much of Google's AI software doesn't run on industry-standard Nvidia chips, but instead on its own tensor processing units.
Nvidia shares rose about 1.5% to $191.84, outperforming major indices. The gains followed a price target increase from ...
Coming off an incredible 2025, Broadcom is poised for a repeat performance.
Broadcom is growing faster than AI star Nvidia ...
Three stocks that I think can make for strong alternative investments to Nvidia are Taiwan Semiconductor (NYSE: TSM), ...
Nvidia's GB300 is driving a 28% surge in AI servers while Broadcom and AMD benefit, as hyperscalers ramp spending and shift ...
Cisco said its Silicon One G300 switch chip, which is expected to go on sale in the second half of the year, is designed to ...
If money were not a factor, a Google software engineer says custom chips, like those from Broadcom , would always be his ...