Nvidia owns 90% of the AI training chip market but its sheer size may mean future growth may slow down.
AMD is gaining traction in AI inference where performance per watt may matter more than volume. It won't dethrone Nvidia but it is carving out a profitable niche.
Broadcom isn't chasing Nvidia's GPU crown. It is building bespoke chips for hyperscalers. Its ASICs are more efficient and tailored making Broadcom a silent powerhouse in AI infrastructure.
So while it is tempting to think that Nvidia will always dominate the chip sector, AMD & Broadcom are carving their own niche in the chip industry. Together all 3 stocks deserve a place in my portfolio.
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- BillionaireNΒ·07-18TOPRocking up1Report
- ky0123Β·07-18TOPThank you for the article. How much in term of % would you allocate to AMD, Nvidia and Broadcom?1Report