Move Over Nvidia, This Custom Chip Stock Could Be the Next Big Winner
Marvell Technology has shot up impressively in 2026, and the growing demand for its custom processors and networking chips could translate into further gains.
Overview
Nvidia (NASDAQ: NVDA) has been one of the biggest winners of the artificial intelligence (AI) chip boom in recent years. The semiconductor bellwether has dominated this space, driven by the strong demand for its graphics processing units (GPUs), which have played a central role in training large language models (LLMs).
The good news is that Nvidia still controls an impressive 80% of the AI chip market, according to third-party estimates. However, its control over this lucrative market is gradually slipping. The shift from AI training to inference and the emergence of competing chip technologies explain why Nvidia stock has risen just 8% this year despite sustaining impressive growth levels.
Details
However, shares of Marvell Technology (NASDAQ: MRVL) have soared an incredible 144% in 2026, crushing Nvidia's returns. Let's look at the reasons behind Marvell's outperformance and check why this semiconductor stock could be the next big winner amid the AI revolution.
Source
Originally published at www.fool.com.