This AI Company Could Disrupt Nvidia and Its Stock Is a Screaming Buy

2026-03-13 11:52:00 ET

There's not a lot of debate that Nvidia (NASDAQ: NVDA) has been the best way to invest in the AI buildout since it kicked off in 2023. Its stock has soared over 1,100% since then, but it has delivered relatively lackluster returns since about August of last year.

There's a general sentiment in the market that Nvidia can't keep this up and is primed to be disrupted. I don't necessarily agree with that and still think Nvidia is a worthy investment pick -- but so is this company that's trying to disrupt Nvidia's business.

The biggest competitor to Nvidia right now is Broadcom (NASDAQ: AVGO) . Broadcom is taking a different approach to AI computing, and it's unique enough that it can carve out its own niche that allows Nvidia to make a ton of money still, but also deliver monster growth for Broadcom investors.

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