Nvidia is the dominant player in AI infrastructure, but its size could limit some of its upside. AMD and Broadcom, meanwhile, have huge opportunities. Given their smaller sizes, the stocks have the potential to outperform Nvidia in the coming years.

In just the past two months the governments of France, Germany, Saudi Arabia, South Korea and the United Arab Emirates (uae) have all been involved in deals to build local AI infrastructure (see chart).

Nvidia is very profitable, leads the AI processor market, and continues to generate impressive sales. Nvidia's stock is relatively cheaper than SoundHound's, and the chip company is benefiting from a much broader market opportunity from AI data centers.

Silicon Valley chipmaker Nvidia has cemented its position at the forefront of the technology world, briefly becoming the first publicly traded company to surpass a $4 trillion market valuation. The milestone,

NVIDIA’s market value broke a record on Wednesday after dipping in spring amid political uncertainty and chip restrictions.

Nvidia briefly reached a market capitalization of $4 trillion on Wednesday, making it the first company in the world to reach the milestone and solidifying its position as one of Wall Street's most-favored stocks.

On Wednesday, Nvidia became the first company in history to reach $4 trillion market valuation as shares rose more than 2 percent, reports CNBC. The GPU maker's stock has climbed 22 percent since the start of 2025, continuing a trend driven by demand for AI hardware following ChatGPT's late 2022 launch.

Nvidia has been a surefire AI winner in recent years, soaring 1,400%, thanks to demand for its products. Nvidia (NASDAQ: NVDA) has been a no-brainer buy for investors over the past couple of years. The stock has delivered both earnings and stock price performance as demand heated up for its full range of artificial intelligence (AI) products and services -- with the star being Nvidia's AI chips.

Nvidia-backed Perplexity AI said on Wednesday it has launched Comet, a new web browser with AI-powered search capabilities, as the startup looks to challenge the dominance of market leader Alphabet's Google Chrome.

NVIDIA urges ECC activation to mitigate GPUHammer, a RowHammer exploit threatening AI accuracy and data integrity on GPUs.

The United States’ plan to “re-industrialize” technology manufacturing is “exactly the right thing,” Jensen Huang, CEO of the world’s largest chipmaker, said Thursday.