Not Broadcom. Not AMD. Nvidia's Biggest Threat Continues to Be Something Near and Dear to Its Heart.

Key Points Nvidia, Broadcom, and Advanced Micro Devices (AMD) have taken full advantage of otherworldly enterprise spending on AI-accelerating chips. Though AMD could slowly chip away at Nvidia’s graphics processing unit (GPU) virtual monopoly, neither it nor Broadcom are a serious threat to its compute dominance. On the other hand, some of Nvidia’s largest customers, by net sales, may upend its parabolic ascent. 10 stocks we like better than Nvidia › In the mid-to-late 1990s, the internet changed corporate America forever, giving businesses access to new selling and marketing channels. For decades, investors have been waiting, often impatiently, for Wall Street's next "internet moment." The evolution of artificial intelligence (AI) has delivered.