Artificial intelligence (AI) development demands immense computing power, primarily provided by large data centers with specialized chips. Nvidia CEO Jensen Huang forecasts that annual infrastructure spending may reach $4 trillion by 2030, presenting significant opportunities for hardware suppliers. While Nvidia’s GPUs are leading in AI development, Broadcom’s customizable AI accelerators are gaining traction, with Broadcom’s stock rising 50% in 2025 compared to Nvidia’s 36%. Investors are left wondering if it’s still a good time to invest in these companies as the market evolves.
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