Aerospace

February 3, 2026, 6:30 AM EST. Nvidia dominates AI data centers with GPUs across Hopper, Blackwell and Blackwell Ultra. The stock has surged since 2023, reflecting how central hardware powers AI workloads and LLM training. While Broadcom and AMD pose threats, the article argues the top risk is closer to Nvidia itself-internal dynamics rather than external rivals. CEO Jensen Huang is pushing annual chip launches, with the Vera Rubin GPU expected to sustain the compute edge. AMD's path to relevance depends on its brand and value proposition to win back AI data-center share; Broadcom could chip away, but isn't the main risk.