NVIDIA share in danger: Gorges Broadcom to a counter-strike now?

• Broadcom with record sales and secret AI major customers
• Warning analysts: Nvidia’s risk of sales increases
• Broadcom share soon with the “Magnificent 8”?

The US chip industry is currently experiencing a power struggle for the leadership role in the booming AI market. While Nvidia has so far been the undisputed industry leader, Broadcom has a serious challenger in the spotlight. Strong quarterly figures and new customers in the AI ​​segment fuel the discussion: Could Broadcom soon become part of the “Magnificent 8” and get Nvidia market shares?

Broadcom reports record sales and a mysterious major customer

Broadcom presented record quartals sales on September 4, 2025, driven by the high demand for tailor-made AI chips. According to reports, a new, previously a secret wholesale, which was announced at the conference call, could be the Chatgpt developer Openaai. That would be a coup, since Openaai has so far been strongly connected to Nvidia.

According to the Citi analysts, the growing acceptance obligations of buyers – many of them also NVIDIA customers – could lead to a decline in sales of around $ 12 billion at Nvidia by 2026, as Investopedia reports.

Analysts lower the price target for Nvidia share: is the trend reversal threatening?

Citi confirmed his “Buy” rating for Nvidia on Monday, but lowered the price target slightly from 210 to $ 200. The background to this is that large tech companies could increasingly prefer Broadcoms chips. Broadcom itself expects the demand to change the demand for important big-tech customers in favor of his solutions.

Broadcom in the spotlight: Magnificent 8 “instead of” Magnificent 7 “

“People have freaked out a bit according to the Broadcom results,” commented analysts from Melius Research around Ben Reitzes according to Investopedia. You see Broadcom as a worthy candidate to expand the famous group of “Magnificent 7” tech values, it said. This was also noticeable on the stock exchange: after the strong figures were announced, the stock had won almost 10 percent on Nasdaq.

Melius continues to emphasize: “We have always taken the view that Nvidia’s share in the market for AI doll performance would actually fall over time, since chip designers like Broadcom win around 30 percent and take on other providers such as AMD at least 10 percent.”

Nvidia vs. Broadcom: Opportunities for both Chipriesen?

Nevertheless, the experts do not write off both companies, but see enormous potential for both. According to the Investopedia, Melius confirmed her own “Buy” rating with course goals of $ 240 for Nvidia and $ 415 for Broadcom.

In the long term, NVIDIA could score with a Apple-like “ecosystem” of loyal developers based on its programmable architecture, it continued. Broadcom, according to Melius, has the chance to conquer around 20 percent of an addressable AI market by estimated two trillion US dollars by 2030. Nvidia could then be 40 percent – less than 70 percent currently, but still clearly leading.

“If Broadcom secure 20 percent and Nvidia 40 percent of the market, both shares go damn much higher,” said Melius according to investopedia. According to the analysts, both titles could more than double in the next three years. However, it remains to be seen whether this forecast is true.

Bettina Schneider / Editor Finanzen.net

This text serves exclusively for information purposes and does not represent an investment recommendation. Finance.net GmbH excludes any regress entitlements.

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