By Keithen Drury
Publication Date: 2026-10-04 12:25:00
Nvidia (NVDA +1.34%) and Broadcom (AVGO +3.35%) are two of the best investments you can make right now in the stock market, let alone the artificial intelligence (AI) sector. These two have massive upside over the next few years, yet a look at their valuations suggests the market has not priced in any growth, unlike with some of their AI peers. That points to an investment opportunity, and investors might want to take advantage before the market figures things out.
A $10,000 investment (or any amount) split between these two should deliver fantastic returns over the long term. Once investors see their 2030 valuation estimates, it will be clear that these two are smart buys.
Image source: Getty Images.
Data centers are being built everywhere
Nvidia and Broadcom provide important components in the hardware that fuel AI computing. Nvidia offered the best general-purpose computing products at the start of the AI race, and this helped it build a first-mover advantage. Now its products are associated heavily with AI computing.
However, Nvidia’s graphics processing units (GPUs) aren’t always the best tool for the job. Sometimes, the flexibility of a GPU isn’t needed, and a more specialized computing unit makes more sense economically. That’s where custom AI chips from Broadcom gain the advantage, as its computing units are designed specifically with an end user’s workload in mind.
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