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Broadcom Gains Ground in AI Chips, Challenging NVIDIA

1/31/2026

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Summary

Story summary

Broadcom Inc.'s custom chip business gains momentum as tech firms seek alternatives to NVIDIA Corporation GPUs, reshaping the $50 billion AI infrastructure market.
Google LLC has used Broadcom Inc.'s tensor processing units for its Gemini AI model, showing their viability.
Nvidia Corporation's chief executive officer downplays the threat.
Analysts expect Nvidia to keep 50% market share for five years and set targets of $230 for Nvidia and $425 for Broadcom.

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Story summary

Broadcom Inc.'s custom chip business gains momentum as tech firms seek alternatives to NVIDIA Corporation GPUs, reshaping the $50 billion AI infrastructure market.
Google LLC has used Broadcom Inc.'s tensor processing units for its Gemini AI model, showing their viability.
Nvidia Corporation's chief executive officer downplays the threat.
Analysts expect Nvidia to keep 50% market share for five years and set targets of $230 for Nvidia and $425 for Broadcom.