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GPU alternatives

6 articles
The Motley FoolThe Motley Fool··Keithen Drury

Broadcom's AI Chips Surge 140% as Custom Accelerators Drive $100B Revenue Target

Broadcom's custom AI accelerators grow 140% annually, targeting $100B+ revenue by 2027. Trading at 30x forward earnings, the premium valuation reflects faster growth than Nvidia in the expanding AI chip market.
NVDAAVGOAI chipshyperscalers
The Motley FoolThe Motley Fool··Harsh Chauhan

Broadcom's AI Dominance vs. Marvell's Value Play: Which Chip Stock Offers More Upside?

Broadcom and Marvell capitalize on custom AI chip demand. Broadcom leads with 60% market share and 106% AI growth; Marvell offers better valuation with doubling custom processor revenue.
AVGOMRVLdata centermarket share
The Motley FoolThe Motley Fool··Rick Orford

Marvell's AI Windfall: Optical Tech Poised for Explosive Growth as Data Centers Scale

Marvell Technology positioned to benefit significantly from AI infrastructure growth through optical interconnect technology as data center speeds reach 1.6 terabits.
NVDAMRVLdata centerAI infrastructure
The Motley FoolThe Motley Fool··Patrick Sanders

Beyond Nvidia: Three AI Infrastructure Plays Poised for Wealth Creation

Broadcom, Lam Research, and TSMC offer diversified exposure to AI infrastructure beyond Nvidia, supplying custom chips, manufacturing equipment, and foundry services to power the global AI buildout.
NVDAGOOGGOOGLAAPLTSM+2AI chipsAI infrastructure
BenzingaBenzinga··Anna Tutova

Cerebras Eyes $23B Valuation, OpenAI Deal as It Challenges Nvidia's AI Dominance

Cerebras, valued at $23 billion, secures $100+ billion OpenAI deal and plans April 2026 IPO, challenging Nvidia's AI hardware dominance with specialized processors.
NVDAMETAIBMIPOenergy efficiency
The Motley FoolThe Motley Fool··Billy Duberstein

Intel Gains on AI Chip Strategy and Sector Momentum

Intel stock rose 6.19% on strengthening AI chip demand. The company invested $350M in AI startup SambaNova and partnered strategically to capture growing inference market opportunities.
NVDAAMDMETASFTBYINTCstrategic partnershipsAI inference