Nvidia vs. Broadcom: Which Trillion-Dollar AI Chip Stock Has More Upside After Their Latest Earnings?
Nvidia and Broadcom both just delivered monster earnings reports.
Overview
The artificial intelligence (AI) hardware race used to look like a two-lane highway: Nvidia (NASDAQ: NVDA) sold general-purpose graphics processing units (GPUs), while Broadcom (NASDAQ: AVGO) sold custom silicon, known as XPUs.
That story is becoming stale. After Nvidia and Broadcom each reported earnings, it's becoming increasingly clear that both companies look less like chip specialists and more like competing architects for the entire data center.
Details
The question is no longer which company makes the better accelerator. Rather, investors should assess who is positioned to capture more of the AI infrastructure stack as hyperscalers continue to spend record sums on both custom ASICs and general-purpose chips.
Source
Originally published at www.fool.com.
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