Smaller semiconductor stocks are predicted to outperform in the coming years, but megacap chipmakers like Nvidia are still valuable additions to your portfolio. Nvidia is a leader in AI infrastructure and is expected to see strong growth ahead. Broadcom is making waves with custom AI chips and is poised for explosive growth in the market.

According to The Motley Fool’s 2026 AI Investor Outlook Report, 9 out of 10 investors plan to buy or hold AI stocks this year. Nvidia’s revenue has soared, driven by its GPUs and data center networking portfolio. Broadcom is carving out a niche in custom AI chips and is set to see significant growth in the coming years.

Nvidia remains dominant in AI infrastructure, with strong growth fueled by its GPUs and CUDA software platform. Broadcom’s focus on ASICs for AI chips is paying off, with the company expected to see massive revenue growth in the AI market. Both companies are positioned for success in the growing AI industry.

If you’re considering investing in Nvidia, keep in mind that while the company has seen significant growth, there are other stocks that may offer better returns. The Motley Fool’s Stock Advisor team has identified 10 top stocks for investors to consider, with the potential for substantial returns. Don’t miss out on the latest opportunities in the market.

Read more at Nasdaq: 90% of Investors Plan to Own AI Stocks in 2026: Here Are 2 That Should Be in Your Portfolio