By Chris Neiger, The Motley Fool
Publication Date: 2026-05-25 22:20:00
Nvidia (NASDAQ: NVDA) has been a leading artificial intelligence (AI) stock for years now, with its share price surging 600% over the past three years. But a funny thing happened after the company reported its impressive October quarter results: Its share price fell.
That’s not Nvidia’s fault, nor did investors have a good reason to punish the stock. But after its long and impressive run, it’s becoming difficult for Nvidia to sustain its share price momentum.
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One reason may be that investors are realizing that the AI boom has much more room to grow outside Nvidia’s graphics processing unit (GPU) dominance. Namely, custom silicon processors are increasingly seen as the next iteration of AI hardware demand.
That’s great news for Marvell (NASDAQ: MRVL), Broadcom (NASDAQ: AVGO), and Taiwan Semiconductor (NYSE: TSM). Here’s why these stocks may pick up momentum while Nvidia shares take a breather.
Custom processors are the future of AI
For many years, Nvidia’s general-purpose GPUs have been the dominant form of data center processors. These chips are great for general AI computing tasks and can be used across a wide range of artificial intelligence applications.
But the world’s leading tech companies…
