While I think Nvidia will remain the AI chip leader, I think Broadcom is the better stock to own in 2026. Its revenue base is much smaller, and the company looks poised to see explosive growth in the coming years from its ASICs business.

Japan's SoftBank Group and Nvidia are in talks to invest in Skild AI, in a more than $1 billion funding round that could value the maker of foundation models for robots at around $14 billion, according to sources and a term sheet seen by Reuters.

Skild AI is developing a hardware-agnostic foundation model for robots that can be customized for various uses.

Meta Platforms may purchase Alphabet's TPUs. Nvidia still owns the majority of the data center computing market. Nvidia's 2026 growth rate is expected to be far greater than Alphabet's. Furthermore, Alphabet has other AI endeavors that could push it over the edge to make it a better stock pick than Nvidia.

Google, Amazon, AMD and Nvidia’s own customers are rising to challenge the 800-pound gorilla.

As the industry shifts toward AI models with better memory and understanding, Citi expects a new Nvidia offering to best its competitors.

Nvidia rose 0.4% to $183.07, though the stock remains down 8.4% over the past month amid intensifying scrutiny of custom silicon being developed by major technology platforms.

A popular ETF dropped Big Tech stocks, which gets at an important issue: Is the bet on artificial intelligence a vast potential profit pool, or a money pit?