The 'Next Nvidia' Trade? Why Investors Are Suddenly Watching Advanced Micro Devices, Arm Holdings, and Marvell Technology
Source: Motley Fool
2026-05-25 19:08:00 ET
Nvidia (NASDAQ: NVDA) has been a pioneer in artificial intelligence (AI) over the past few years. The massive parallel computational power of its graphics processing units (GPUs) has made its chips ideal for training large language models (LLMs).
What's worth noting is that Nvidia continues to dominate the AI chip market after all these years, controlling an estimated 80% of this space. However, Nvidia stock has lagged its chip peers, suggesting that investors have been looking at other companies to capitalize on the huge AI infrastructure investments.
Let's see why investors are now looking beyond Nvidia in AI chips.
Marvell Technology Inc.
NASDAQ: MRVL
MRVL Trading
11.81% G/L:
$315.09 Last:
50,378,140 Volume:
$317.63 Open:
MRVL Latest News
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MRVL Stock Data
$70,017,560,367
838,787,328
0.05%
723
N/A
Semiconductors and Equipment
Technology
US
Wilmington
