Beyond Nvidia—The Hunt for the Next AI Chip Winner
When most investors think of artificial intelligence (AI) chips, the name Nvidia (NVDA) immediately comes to mind. Nvidia’s dominance in GPUs has fueled one of the most remarkable Wall Street runs in recent history. But as AI demand continues to surge, other companies are quietly positioning themselves as the next big chip winners.
Two standout names—Broadcom (AVGO) and Marvell Technology (MRVL)—are attracting strong analyst ratings and significant investor interest. Both companies are rated “Strong Buy” on Wall Street, and their technology portfolios show why they could become essential players in the AI revolution.
Here’s a closer look at these two AI chip stocks—and why they might belong in your portfolio.
Chip Stock #1: Broadcom (AVGO)
The Broadcom Advantage
Broadcom, valued at $1.4 trillion, is more than just a semiconductor company. It’s a global tech leader that operates across two major segments: