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

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.

Empowering software and systems to make split-second, autonomous decisions is a multitrillion-dollar global opportunity, and Wall Street’s largest public company, Nvidia (NASDAQ:NVDA), is at the heart of it. Nvidia, along with specialty and AI-accelerated chipmakers Broadcom (NASDAQ:AVGO) and Advanced Micro Devices (NASDAQ:AMD), better known as “AMD,” are the backbone of enterprise data centers.

Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »

Image source: Nvidia.

Broadcom and AMD aren’t a threat to Nvidia’s data center dominance

Some investors view Broadcom and AMD as the biggest threats to Nvidia’s near-monopoly on graphics processing units (GPUs) in AI-accelerated data centers. While AMD’s Instinct GPUs are less costly than Nvidia’s GPUs and could, over time, (pardon the necessary pun) chip away at Nvidia’s market share, AMD isn’t a threat to Nvidia’s compute dominance.