By Keithen Drury, The Motley Fool
Publication Date: 2026-09-26 08:22:00
Nvidia (NASDAQ: NVDA) is at the top of the AI computing food chain, holding the largest market share by far and being quite a bit larger than most of its competitors. However, Broadcom (NASDAQ: AVGO) is taking a different approach to the AI computing world and also looks like a strong contender, especially as its custom AI chips gain popularity.
Both of these make for fantastic AI investments and are easily in my top five best stocks to buy now, but which one has the better bull case? Let’s take a look.
Missed AI’s “Act 1”? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn’t buy Nvidia in 2005. But according to our analysts, we’re only at the end of “Act 1″—the R&D phase. “Act 2” is the global rollout. Continue »
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Nvidia is quite a bit larger than Broadcom
Broadcom is the new kid on the block, while Nvidia is the established giant. Nvidia makes broad-purpose computing units, known as GPUs. GPUs can handle a wide variety of workloads and are incredibly powerful. GPUs have been used for nearly every computing application that requires a lot of computing power, and AI has been no different.
Nvidia’s products were by far and away better than everyone else’s at the start of the AI race, and that really hasn’t changed. Nvidia has become synonymous with data centers and computing, and there’s a good reason for that.
However, GPUs are not always the best tools for the job. While GPUs can run nearly every workload…
