By Leo Sun
Publication Date: 2026-03-11 19:36:00
The artificial intelligence (AI) market expanded rapidly over the past decade, but it could still be in its infancy. According to Grand View Research, the global AI market could still expand at a 30.6% CAGR from 2026 to 2033 as more industries use AI to streamline their operations.
Nvidia (NVDA +0.61%) and Broadcom (AVGO 0.45%) are two of the easiest ways to profit from that secular trend. Let’s see why these two “best in breed” plays in the AI market could deliver life-changing gains over the next few decades.
Image source: Getty Images.
What do Nvidia and Broadcom do?
Nvidia is the world’s largest producer of discrete GPUs. Unlike CPUs, which are optimized for sequential tasks, GPUs are designed to process parallel tasks. That makes them more effective at processing graphics and training AI algorithms than stand-alone CPUs.
Nvidia controls more than 90% of the discrete GPU market and generates most of its revenue from data center GPUs. Most of the world’s top AI companies use…
