Nvidia is rolling out Blackwell, its next-generation AI chip architecture. Meanwhile, Broadcom is chasing what could be a $90 billion opportunity by 2027.

Some on Wall Street see artificial intelligence-driven demand poised to push sales of Broadcom's chips to fresh highs, powering its stock higher in 2025. But others are more cautious—in the near term,

The newest member of the trillion-dollar market-cap club is looking ahead to a “likely sharp new product ramp” in the second half of 2025, according to an analyst.

Semiconductor stocks generally move together in tandem with the cyclical nature of the business. But 2024 is an exception to that, with five AI data center highfliers offset by the poor performance of the rest.

Nvidia is one of the most popular AI stocks right now because of its lead in the semiconductor space. The company's graphics processing units (GPUs) have been used in data centers for years, and once tech giants began competing for generative AI dominance, the chips were even more in demand.

This year has been one of milestones for top tech company Nvidia (NASDAQ: NVDA). Nvidia also won a spot among the elite, with an invitation to join the Dow Jones Industrial Average, and the stock became the best performer on the benchmark for the year.