Home / Business and Economy / Nvidia and TSMC Soar as AI Boom Continues Unabated
Nvidia and TSMC Soar as AI Boom Continues Unabated
17 Nov
Summary
- Nvidia and TSMC are integral to the AI arms race
- TSMC launching new chips that consume 25-30% less power
- AI growth expected to surge again in 2026
As of November 17, 2025, the AI trend is still going strong on Wall Street, and growth stocks like Nvidia (NASDAQ: NVDA) and Taiwan Semiconductor (NYSE: TSM) are leading the charge. These two companies are integral to the ongoing AI arms race, and their impressive performance shows no signs of slowing down.
Nvidia has been the go-to provider of computing units for the AI industry since the trend began. Its graphics processing units (GPUs) and supporting products have given it the best ecosystem in the industry, allowing it to outperform competitors like AMD. Meanwhile, Taiwan Semiconductor, the world's largest chip foundry, is a crucial partner for Nvidia and many other major AI companies. Without TSMC's production capabilities, the incredible generative AI technology we experience today would not be possible.
Looking ahead, TSMC is working to solve one of AI's biggest challenges: energy consumption. The company is launching a new chip generation that consumes 25% to 30% less power than previous versions, a significant development that will allow AI companies to continue expanding their high-powered computing capabilities. Experts predict the AI growth trend will surge again in 2026, making Nvidia and TSMC must-buy stocks for growth investors.
