NVIDIA reported strong growth with $96.22B revenue, driven by GPUs powering AI training, while Broadcom surged with $16.7B in AI semiconductor revenue focusing on custom AI accelerators optimized for inference tasks. The AI compute market is shifting from GPU-heavy training to ASIC-based inference, signaling a potential transition in leadership from NVIDIA to Broadcom. Both companies face supply constraints, but Broadcom's partnerships with major AI players and aggressive production plans suggest it could erode NVIDIA's dominance soon, making this a key trend for investors to watch.
As of Sep 18, 2026 19:13 WIB, Nvidia (NVDA) trades at USD 219.38 with a slight 1-day gain of 0.02%, holding a market cap of $5.30T on Pluang. Broadcom (AVGO) is priced higher at USD 348.72, up 0.41% for the day, with a market cap of $1.66T. Despite Broadcom's surge in AI semiconductor revenue, Nvidia maintains a significantly larger market cap, highlighting the scale of its current dominance.
Nvidia shares have surged over 900% in five years and are projected to climb further, potentially hitting $400 by the end of 2027. This forecast is driven by rising earnings estimates, with FY2028 EPS expected to reach $15.57, and strong demand for A...
Nvidia CEO Jensen Huang dismissed extreme fears about AI as unscientific and emphasized the responsibility of AI companies to develop technology safely, advising to hold back AI if it's not ready. This comes ahead of a state dinner hosted by Presiden...
Jim Cramer questioned OpenAI's CFO Sarah Friar about potential slowdowns in AI infrastructure spending due to safety concerns. Friar emphasized that OpenAI will continue investing based on strong returns, signaling ongoing spending that benefits comp...
Lucid Group's shares rose 9% following a deal with European ride-hailing platform Bolt to deploy at least 25,000 autonomous robotaxis across major European cities. The vehicles will use Lucid's midsize platform combined with Nvidia's Hyperion autonom...
Baby Boomers showed discipline by holding Bitcoin ETFs despite a 54% price crash over the past year. However, while they stayed loyal to Bitcoin ETFs, the S&P 500 ETF rose 15.5%, meaning they missed out on the best broad-market gains in a decade. The...
