By Keithen Drury
Publication Date: 2026-03-13 15:32:00
There’s not a lot of debate that Nvidia (NVDA 1.08%) has been the best way to invest in the AI buildout since it kicked off in 2023. Its stock has soared over 1,100% since then, but it has delivered relatively lackluster returns since about August of last year.
There’s a general sentiment in the market that Nvidia can’t keep this up and is primed to be disrupted. I don’t necessarily agree with that and still think Nvidia is a worthy investment pick — but so is this company that’s trying to disrupt Nvidia’s business.
The biggest competitor to Nvidia right now is Broadcom (AVGO 3.52%). Broadcom is taking a different approach to AI computing, and it’s unique enough that it can carve out its own niche that allows Nvidia to make a ton of money still, but also deliver monster growth for Broadcom investors.
Image source: Getty Images.
Broadcom’s computing units are specific to their workload
Nvidia makes graphics processing units (GPUs), which are fantastic for handling multiple types…