Nvidia and Broadcom may be fellow passengers on the AI hype train, but they occupy different carriages. Nvidia’s off-the-shelf chips, known as graphics processing units, are the state of the art. But Broadcom helps so-called hyperscalers build silicon for more narrow tasks,

Nvidia posts stellar earnings with $39B revenue and $43B forecast, fueled by AI demand. Click here to read more about NVDA stock and why it is a Buy.

Shares of semiconductor firm Broadcom (AVGO) kept surging today after a leading U.K. analyst said it was starting to emerge from the shadow of

Chip designers Nvidia and Broadcom are running manufacturing tests with Intel , two sources familiar with the matter told Reuters, demonstrating early confidence in the struggling company's advanced production techniques.

The report also claims that AMD is "evaluating whether Intel's 18A manufacturing process is suitable for its needs" though it's not clear if AMD has sent any designs through for testing. If it does and then goes on to use Intel Foundry to make some of its products, then this will surely be a first for the CPU industry.

Chipsets known as graphics processing units (GPUs) are perhaps the most important hardware in generative AI development right now. For the last couple of years, investing in semiconductor stocks has generally been a great idea -- as you're nearly guaranteed some form of exposure to GPUs or data centers.

Nvidia sells the lion’s share of the parallel compute underpinning AI training, and it has a very large – and probably dominant – share of AI inference.