What is Nvidia's market share in the GPU space for AI infrastructure?

Nvidia maintains an incredible over 90% market share in the GPU space for AI infrastructure.

How much of a market opportunity is Broadcom's custom AI chip development for hyperscalers?

Broadcom has said that its three customers furthest along -- believed to be Alphabet, Meta Platforms, and TikTok owner ByteDance -- could be a $60 billion to $90 billion market opportunity in its fiscal 2027.

Home / Business and Economy / AI Giants Nvidia and Broadcom Poised to Soar in 2026

AI Giants Nvidia and Broadcom Poised to Soar in 2026

Q: How has Nvidia's data center revenue performed over the past two years?

Nvidia's data center revenue has surged nearly fourfold over the past two years.

16 Nov

•

Summary

Nvidia maintains over 90% GPU market share in AI infrastructure
Broadcom helps hyperscalers develop custom AI chips, a $60-90B opportunity
AI spending continues to surge, driving sales for these tech leaders

AI Giants Nvidia and Broadcom Poised to Soar in 2026

As 2025 winds down, the market continues to be led by companies tied to artificial intelligence (AI). In particular, two tech giants have emerged as the top investment picks in the AI infrastructure space: Nvidia and Broadcom.

Nvidia (NASDAQ: NVDA) has firmly established itself as the market leader in AI infrastructure, with its graphic processing units (GPUs) commanding an incredible over 90% market share. The company's data center revenue has surged nearly fourfold over the past two years, and with AI spending continuing to ramp up, Nvidia is poised to see its sales keep soaring. The company's advantage lies not just in its hardware, but also in its CUDA software platform, which has become the standard for early AI code, and its proprietary NVLink interconnect system that keeps customers from mixing and matching chips.