Nvidia (NASDAQ: NVDA) has been the undisputed king of artificial intelligence (AI) investing. Its products have been used to train and run AI models from the start, and they are still the computing unit of choice for many AI hyperscalers.

We believe the prevailing narrative that Broadcom Inc. and Nvidia Corp. are locked in a zero-sum battle for artificial intelligence data center dominance is misleading. The reality is these companies are playing very different games.

AI chipmaker Broadcom, which Oppenheimer analysts have called the "No. 2 AI franchise" after Nvidia, is set to report its fiscal third-quarter results after the bell on Thursday, and could face some similar challenges related to its large exposure to China—as well as benefit from AI tailwinds. 2 3

For investors, the message is simple: Nvidia is committing up to $100 billion in staged capital and hardware to OpenAI's buildout -- an investment that ultimately flows back into its own ecosystem. The stock isn't cheap, but the premium reflects a level of certainty few other tech growth stories can match.

Nvidia Corp. shares fell on Friday, with the chipmaker at risk of losing its historic $4 trillion valuation for the first time in nearly two months.

After Nvidia (NVDA) announced the decision to invest up to $100B in OpenAI to promote deployments of data centers and power capacity, which

There is also the UALink Consortium, which AMD helped found as an open standard alternative to Nvidia's NVLink. If adopted, this could break Nvidia's lock on multi-GPU systems and give customers more flexibility to mix and match vendors.

Artificial intelligence chip heavyweight Nvidia could have more competition to contend with after Broadcom's strong quarterly results, according to one Wall Street bull.

We recently published Top 10 Stocks to Watch After Federal Reserve’s Rate Cut. Broadcom Inc. (NASDAQ:AVGO) is one of the stocks analysts were recently talking about. Stacy Rasgon from Bernstein commented about Broadcom’s potential deal with OpenAI a few weeks back during a program on CNBC.

Nvidia is going to supply chips to help OpenAI build enormous data centres, in which it will train and then host AI models such as the recently launched GPT-5. With it, though, comes a twist: Nvidia will also buy $100bn of OpenAI’s unlisted stock over time,