By Adria Cimino, The Motley Fool
Publication Date: 2026-05-17 22:25:00
Nvidia (NASDAQ: NVDA) has been the “go-to” artificial intelligence (AI) stock since the start of this technology revolution. Why? Because the company offers the most powerful chips that fuel the most essential of AI operations, such as training models and guiding them through their work. Other chip designers — market giants such as Advanced Micro Devices and Intel — also are benefiting from the AI boom, but Nvidia remains the leader.
Now, however, a young player is set to challenge this market behemoth, and investors are clearly intrigued. Cerebras Systems (NASDAQ: CBRS) began trading on May 14, and the stock soared 68% in the biggest initial public offering of the year. The company raised more than $5.5 billion and finished the day with a market capitalization of nearly $67 billion.
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 »
So, which is the better AI stock to buy after this exciting market debut? Should you go with market giant Nvidia or promising challenger Cerebras? Let’s find out.
The case for Nvidia
Nvidia has been a surefire winner for investors over the past several years — for example, over five years, it’s soared 1,500%. This is due to its dominance in the AI chip market and the fact that this has translated into explosive…