๐๐๐With Nvidia
$NVIDIA(NVDA)$ blazing ahead as the undisputed AI Chip Titan, it is tempting to think that AMD
$Advanced Micro Devices(AMD)$ and
$Broadcom(AVGO)$ are forever in its shadow. But the reality is more nuanced and more exciting.
Nvidia owns 90% of the AI training chip market but its sheer size may mean future growth may slow down.
AMD is gaining traction in AI inference where performance per watt may matter more than volume. It won't dethrone Nvidia but it is carving out a profitable niche.
Broadcom isn't chasing Nvidia's GPU crown. It is building bespoke chips for hyperscalers. Its ASICs are more efficient and tailored making Broadcom a silent powerhouse in AI infrastructure.
So while it is tempting to think that Nvidia will always dominate the chip sector, AMD & Broadcom are carving their own niche in the chip industry. Together all 3 stocks deserve a place in my portfolio.
@Tiger_comments @Tiger_SG @TigerStars @CaptainTiger
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