Not AMD. Not Marvell. Here's Which Company Nvidia Needs to Be Worried About.

Broadcom, not AMD or Marvell, poses the biggest threat to Nvidia's AI computing dominance through custom AI chips. With AI segment revenue expected to reach $115 billion in 2027 and $230 billion in 2028, Broadcom is positioned to capture significant market share. Trading at 17x 2027 earnings estimates, the stock could potentially double if valued at 35x earnings, offering strong growth potential alongside multiple years of revenue expansion.