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Goldman Sachs Says Nvidia (NVDA) and Broadcom (AVGO) Still Lead the AI Compute Race

Goldman Sachs Says Nvidia (NVDA) and Broadcom (AVGO) Still Lead the AI Compute Race

vm_adminJanuary 20, 2026

By Radhika Saraogi
Publication Date: 2026-01-20 13:47:00

Goldman Sachs believes Nvidia ($NVDA) and Broadcom ($AVGO) remain the strongest long-term plays in the AI compute ecosystem, even as competition is rising. The firm…

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Broadcom

Tagged AVGO, Broadcom, Compute, Goldman, Lead, NVDA, NVIDIA, race, Sachs

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