AI Insights
This $1 Trillion Artificial Intelligence (AI) Stock Will Be the Next Nvidia

Key Points
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Broadcom has outperformed Nvidia over the past year, and that trend appears poised to continue.
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The company’s prosperous artificial intelligence (AI) semiconductor and data center business is taking market share from the leader, according to Wall Street.
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Broadcom made a surprise announcement during its recent quarterly results that caught investors off guard.
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10 stocks we like better than Nvidia ›
Since the dawn of the artificial intelligence (AI) era, a number of players have been at the leading edge of the technology. Perhaps no company has exemplified the vast potential of AI more than Nvidia (NASDAQ: NVDA). Since early 2023, the chipmaker’s stock has surged more than 1,000% (as of this writing) as its graphics processing units (GPUs) have become the gold standard for facilitating the technology.
However, investors may be surprised to learn that Broadcom (NASDAQ: AVGO) has actually outperformed Nvidia over the past year, as its stock has soared 149% compared with 63% for Nvidia. Furthermore, several pronouncements by the company during its recent quarterly report suggest that trend is poised to continue.
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Let’s look at what’s driving Broadcom’s robust rally and why I predict the company is on track to be the next Nvidia.
Image source: Getty Images.
The next big winner
Nvidia’s GPUs have transformed AI by providing the massive computational horsepower required to power AI models. These lightning-fast chips offer extremely flexible use cases and are unmatched for this purpose, which is why Nvidia has thrived over the past few years.
It’s also no surprise that Broadcom has benefited from the accelerating adoption of AI, as the company’s Ethernet switching and networking products have long been a staple in data centers. However, Broadcom’s application-specific integrated circuits (ASICs) have been gaining ground. These custom-designed AI accelerators, which Broadcom calls XPUs, are tailored to specific tasks and therefore more energy efficient. Rapid adoption of this chips has fueled a blistering run for Broadcom stock, which is up more than 500% since early 2023, earning its membership in the $1 trillion club.
In the third quarter, Broadcom generated record revenue that accelerated 22% year over year to $15.9 billion, resulting in adjusted earnings per share (EPS) that jumped 36% to $1.69. The company was clear that it was AI that was driving this train, as its AI-specific revenue accelerated 63% year over year to $5.2 billion. The results were well ahead of Wall Street’s expectations, as analysts’ consensus estimates called for revenue of $15.82 billion and adjusted EPS of $1.66.
For context, in its fiscal 2026 second quarter (ended July 27), Nvidia’s data center segment, driven primarily by AI, grew 56% year over year, down from 73% growth in Q1, which shows its growth is decelerating.
However, it was management’s commentary that gave investors cause to celebrate, as Broadcom delivered two pieces of news that bode well for the future.
First, Broadcom stated that it continues to expand its business with its three biggest hyperscale customers. While the company doesn’t disclose who these customers are, they are widely believed to be Alphabet, Meta Platforms, and TikTok parent ByteDance. During the conference call to discuss the results, CEO Hock Tam said, “We continue to gain share at our three original customers.” He went on to say the company is forecasting its AI-centric growth to be higher next year, accelerating compared to the 50% to 60% growth it expects in 2025.
The other big development was that Broadcom confirmed the addition of a fourth big hyperscale customer, which many analysts believe to be OpenAI. The company said this new client moved from prospect to “qualified customer,” and had approved production of “AI racks based on our XPUs.” As a result, Broadcom boosted its backlog by $10 billion to $110 billion.
The next Nvidia?
Wall Street’s reaction to Broadcom’s results was decidedly bullish, as no fewer than 16 analysts boosted their price targets on the stock. Many of these cited the accelerating demand for Broadcom’s ASICs as a factor.
Ben Reitzes of Melius Research views Broadcom as a “Magnificent Eight” stock, arguing that it should be added to the Magnificent 7 stocks. He goes on to say that he has long believed that Nvidia’s share would fall over time, with Broadcom eventually taking a roughly 30% share of the AI compute market.
That said, Reitzes also believes that a rising tide lifts all boats, and both companies will be massive winners as the adoption of AI continues to gain steam. That said, the analyst points out that over the long term, Nvidia’s CUDA programming library shouldn’t be underestimated, as this software ecosystem is favored by developers and provides Nvidia with a significant competitive advantage.
So while Broadcom will likely be the next Nvidia, the demand for AI continues to climb, and the market will be able to support two major players, so Nvidia and Broadcom will likely both be market-beating investments from here.
From a valuation perspective, the recent spike in Broadcom’s stock price has seen a commensurate increase in its multiple. Broadcom stock is currently selling for 37 times next year’s earnings, compared to 27 for Nvidia. Both are trading for a premium, but both are also well-positioned to profit from the growing adoption of AI.
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Danny Vena has positions in Alphabet, Broadcom, Meta Platforms, and Nvidia. The Motley Fool has positions in and recommends Alphabet, Meta Platforms, and Nvidia. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.
Disclaimer: For information purposes only. Past performance is not indicative of future results.
AI Insights
The Guide #208: How theatre is holding its own in the age of artificial intelligence | Culture

Last year, more than 37 million people settled their behinds into the red-velvet upholstery, plastic chairs or wooden “I’ll only tolerate this because it’s the Globe” benches of a theatre. West End attendance has reportedly grown by 11% and regional audiences have increased by 4% since 2019 – pretty impressive amid a cost of living crisis and after a pandemic that had us all locked in our houses.
The increase in attendance can be chalked up to all sorts of reasons: the post-Covid return of tourists to the UK, schemes offering more reasonably priced tickets, and big films such as Wicked leaving people wondering what that Defying Gravity note sounds like live. But I’d throw another contender into the mix: the rise of AI.
For some, AI’s arrival has been exciting or, at the very least, handy – who doesn’t want to outsource life’s grunt work, or get an expert photo editor/nutritionist/therapist for nothing? For others, it feels bleak and bewildering. They’ve watched AI replace jobs, supersede human connection and infiltrate almost every area of our lives. Even worse, it’s started doing it on the sly. From AI-generated articles appearing in Wired and Business Insider (I’m real, I promise) to deepfakes of politicians going rogue, it’s becoming increasingly difficult to spot what’s real and what’s not.
That feels especially unsettling when it comes to the arts – a space where we let our emotional selves loose. It’s a sickening feeling to discover that the song that made you feel seen wasn’t written by a human with the same struggles as you. And that, no, that wasn’t real despair cracking the voice that moved you to tears.
But theatre? Sitting with other humans, watching yet more humans grapple with what it is to be human? There’s no mistaking that. Yes, the whole thing’s make-believe, but at least the artifice is out in the open. And everything else is as real as it gets, which is exactly what many of us are after.
There’s the real human connection that comes from a shared experience (no AI companions here); real points of view instead of assertions Frankensteined from every thought on the internet; real mistakes to whip Instagram’s veil of perfection from our eyes; and real variety between performances. And, of course, there are real emotions – on stage and in the audience.
That last one is especially important. In his seminal text, Poetics, Aristotle argued that feeling negative emotions while watching a tragedy not only lets us purge those emotions, but also equips us to deal with them better in our real lives. When tricky feelings can be muted with scrolling, and grief sidestepped through AI-resurrected loved ones, perhaps there’s part of us that knows that what we really need is a good old cry in a darkened room. Plus, live theatre is one of the few art forms where digital distraction just isn’t an option.
Theatre doesn’t just challenge us to feel. While AI takes the cerebral heavy lifting out of life – knowing everything so we can retain next to nothing, and telling us what to buy, eat and wear – theatre promises the opposite. At its best it holds a mirror to our greatest societal challenges and asks us what we think. What we’re going to do. A tempting proposition for anyone valiantly fighting brain rot.
But AI detractors taking solace in theatre doesn’t mean that theatre-makers have been ignoring it. AI-focused research projects are happening at Stanford University and the Royal Shakespeare Company; the National Youth Theatre has performed improv using scene prompts from Microsoft Copilot; and, next June, the Royal Ballet and Opera launches RBO/Shift, an annual festival exploring the links between opera and technology. The inaugural theme? You don’t need ChatGPT to answer that one.
AI can automate lighting and sound, generate set designs, produce live captioning and audio descriptions, and even write scripts. In the Young Vic’s 2021 production AI, a group of theatre-makers prompted GPT-3 to write one script over the course of three performances. And, in the same year, the Czech Centre in London and Prague’s Švanda theatre produced AI: When a Robot Writes a Play, a largely “autobiographical” tale.
But in true societal mirror-brandishing style, both plays interrogated the technology. In AI, audiences watched GPT-3 describe the character played by one of the actors, Waleed Akhtar, as a terrorist and typecast him as a Muslim. Guardian critic Arifa Akbar found that the robot’s autobiographical masterpiece largely consisted of it “obsessing about sex, which may not be surprising, given the prevalence of internet pornography”. Maybe theatre, then, isn’t just an escape from the perils of AI, but one of the best places to explore them in real time.
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There is, of course, anxiety in the theatre community about the threats posed. In March, bodies including Equity and the Society of London Theatre co-published a manifesto aimed at protecting workers. But the technology’s potential to cut costs and streamline processes could also help the struggling sector (despite my cheery opener, theatres are facing unsustainable financial strain thanks to rising costs and shrinking investment), and many theatre-makers seem confident that AI’s role will never stretch beyond creative partner.
And, really, how could it ever hope to? Unless we reach Full Robot Takeover, no AI will ever be able to stage a play – even one that it wrote, designed and composed the music for – without those wonderful things we spoke of earlier: humans.
Theatre may just be one of the only art forms to benefit from AI without ever being truly threatened by it. Here’s hoping.
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AI Insights
Albania Turns to Artificial Intelligence in EU-Pressured Reforms

TLDRs;
- Albania introduces Diella, an AI “minister,” to oversee public procurement amid EU pressure for anti-corruption reforms.
- Prime Minister Edi Rama says Diella will make tenders faster, more efficient, and corruption-free.
- Supporters see the AI as a step toward EU integration; critics dismiss it as unconstitutional and symbolic.
- Global examples show AI can help fight corruption but also risks bias and ineffective outcomes.
Albania has taken an unprecedented step in its long fight against corruption, introducing Diella, an artificial intelligence system tasked with overseeing public procurement.
Prime Minister Edi Rama unveiled the virtual minister as part of reforms tied to the nation’s bid for European Union membership.
Although not legally a minister under Albanian law, which requires cabinet members to be human citizens, Diella is being presented as the country’s first fully AI-powered figure in government. Her mission is clear, to bring transparency, efficiency, and accountability to one of Albania’s most corruption-prone areas.
Diella’s role in public procurement
Diella is no stranger to Albanian citizens. She first appeared as a virtual assistant on the government’s e-Albania platform, helping more than a million people navigate bureaucratic processes such as applying for official documents. Now, her responsibilities have expanded dramatically.
Rama explained that Diella’s core task will be supervising public tenders. “We want to ensure a system where public procurement is 100% free of corruption,” he said
By automating oversight and decision-making, Diella is expected to limit human interference in sensitive processes, while also making procurement faster and more transparent.
To develop this AI system, Albania is collaborating with both local and international experts, hoping to set a global precedent for AI governance.
🇦🇱 ALBANIA HIRES AI MINISTER TO FIGHT GOVERNMENT CORRUPTION
Albania has appointed Diella, an AI-powered virtual minister, to oversee public procurement and eliminate corruption from government tenders.
Prime Minister Edi Rama announced the move at his Socialist Party… https://t.co/fjDDSjsis0 pic.twitter.com/54wr4Bl5fp
— Mario Nawfal (@MarioNawfal) September 12, 2025
Mixed reactions at home and abroad
The announcement has stirred heated debate within Albania and beyond. Supporters hail the move as a chance to rebuild public trust, especially as the country faces mounting EU pressure to eliminate systemic graft.
Dr. Andi Hoxhaj of King’s College London notes that the EU has made anti-corruption reforms a central condition for accession. “There’s a lot at stake,” he said, suggesting that Diella could serve as a tool to accelerate reforms.
However, critics see the initiative as political theatre. Opposition leaders argue that branding Diella a “minister” is unconstitutional and distracts from deeper structural issues. Some worry that AI cannot fully address entrenched human networks of influence, while others raise concerns about accountability if an algorithm makes a faulty decision.
Lessons from global experiments with AI governance
Albania’s experiment comes amid a wave of governments testing artificial intelligence in public administration. Brazil’s Alice bot has reduced fraud-related financial losses by nearly 30% in procurement audits, while its Rosie bot, which monitored parliamentary expenditures, faced limitations in producing actionable evidence.
In Europe, the Digiwhist project has shown how big data can expose procurement fraud across dozens of jurisdictions. Yet, the Netherlands’ failed attempt at AI-led welfare fraud detection, widely criticized for algorithmic bias, highlights the risks of misuse.
These examples underscore both the potential and pitfalls of AI in governance. Albania now finds itself at a critical juncture: if implemented responsibly, Diella could strengthen transparency and accelerate EU integration.
Looking ahead
Prime Minister Rama acknowledges the symbolic dimension of Diella’s appointment but insists that serious intent lies beneath the theatrics. Beyond tackling procurement fraud, he believes the AI minister will put pressure on human officials to rethink outdated practices and embrace innovation.
“Ministers should take note,” Rama said with a smile. “AI could be coming for their jobs, too.”
As Albania balances hope, skepticism, and the weight of EU expectations, Diella’s debut represents both a technological leap and a political gamble. Whether she becomes a catalyst for real reform or remains a publicity stunt will depend on execution and public trust.
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