According to CoinMeta, as reported by Watcher Guru, Nvidia ( NVDA ) has experienced tremendous growth over the past few years and has become a leader in the AI craze. Although many regard AMD as a competitor to Nvidia, there is another company that deserves attention, namely Broadcom ( AVGO ). The success of Nvidia is mainly due to its GPU (graphics processing unit) capabilities, while generative AI models rely heavily on the performance of GPU. Although the Nvidia's GPU design is unmatched, custom AI chips may pose challenges to its business model. Broadcom has already established partnerships with major clients such as Alphabet, Meta, OpenAI, and Anthropic, and may attract even more ultra-large-scale clients in the future.