The 3-Stock Custom Silicon Basket That Could Outperform Nvidia by 2030
2026-05-25 18:20:00 ET
Nvidia (NASDAQ: NVDA) has been a leading artificial intelligence (AI) stock for years now, with its share price surging 600% over the past three years. But a funny thing happened after the company reported its impressive October quarter results: Its share price fell.
That's not Nvidia's fault, nor did investors have a good reason to punish the stock. But after its long and impressive run, it's becoming difficult for Nvidia to sustain its share price momentum.
One reason may be that investors are realizing that the AI boom has much more room to grow outside Nvidia's graphics processing unit (GPU) dominance. Namely, custom silicon processors are increasingly seen as the next iteration of AI hardware demand.
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