Nvidia is set to keep its dominance in the AI chip market with an estimated 80% to 85% market share in the next 12 to 18 ...

Broadcom (AVGO) is a tech company focused on designing and developing semiconductor and infrastructure software solutions ...

One reason the market favors Nvidia is because “in semiconductors, incumbency scale matters,” said Arya. “Unless the incumbent messes up, it is very hard to dislodge them from a market share ...