By Harsh Chauhan, The Motley Fool
Publication Date: 2026-04-30 15:52:00
Nvidia and Broadcom are among the top players in the artificial intelligence (AI) infrastructure ecosystem, designing chips that handle critical workloads related to model training and inference in data centers.
Not surprisingly, shares of both companies have jumped impressively over the past year. While Nvidia stock has shot up 95% over this period, Broadcom has clocked stronger gains of 117%. However, both AI stalwarts have been comprehensively beaten by another company that’s benefiting from the huge investments in AI data centers: Vertiv (NYSE: VRT).
Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need. Continue »
Shares of the company, which sells critical digital infrastructure solutions such as power management, thermal management, and server racks and enclosures used in data centers, have jumped by a…