By Geoffrey Seiler
Publication Date: 2025-12-09 01:00:00
Nvidia and Broadcom are set to battle it out for AI chip supremacy in 2026.
When it comes to which chip stock will outperform in 2026, there is no better existential battle than the one between Nvidia (NVDA +1.50%) and Broadcom (AVGO +2.78%). This is about whether Nvidia can maintain its dominance in the artificial intelligence (AI) infrastructure market with its graphics processing units (GPUs), or whether the market will begin to shift more toward custom AI ASICs (application-specific integrated circuits), like what happened in cryptocurrency mining.
Let’s examine the case for each stock to see which will outperform in 2026.
The case for Nvidia
Today’s Change
(1.50%) $2.73
Current Price
$185.15
Key Data Points
Market Cap
$4433B
Day’s Range
$182.40 – $188.00
52wk Range
$86.62 – $212.19
Volume
9.7M
Avg Vol
190M
Gross Margin
70.05%
Dividend Yield
0.03%
Nvidia is currently the dominant player in the AI infrastructure market, with its GPUs providing the muscle needed to run AI workloads. This dominance…
