By James Hires
Publication Date: 2026-03-26 03:05:00
For the past few years, Nvidia has dominated the artificial intelligence (AI) hardware market. Its graphics processing units (GPUs) have transformed it into the single most valuable company in the world by market cap. But that’s changing.
Several companies involved in the software side of the AI industry are working to develop their own hardware, so they’re not reliant on Nvidia.
Alphabet, Google’s parent company, is the most prominent example. Its tensor processing unit (TPU) is a direct competitor to Nvidia’s GPU for certain AI applications.
It’s not the only company looking to move away from Nvidia, though. OpenAI, the company behind ChatGPT, is also looking for an alternative to Nvidia. And it seems OpenAI has found it in Broadcom (AVGO +0.16%).
Image source: Getty Images.
Designer chips
Broadcom co-develops chips and other hardware with other companies. In fact, it’s Google’s partner in developing the TPU. But Google isn’t the only company making use of Broadcom’s…
