At Computex 2026, Nvidia’s keynote address noted that its Vera Rubin artificial intelligence rack-scale solutions are ramping into full production. It announced the RTX Spark “superchip” that combines a Blackwell graphics processor (GPU) and N1X/N1 processor (CPU) for PCs in the agentic AI era.
The AI infrastructure opportunity is massive, and Nvidia foresees $3 trillion-$4 trillion of annual AI infrastructure spending by 2030.
Nvidia’s customers are a handful of the largest Tech companies in the world, and they all have an incentive to eventually diversify away from Nvidia to some extent.
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Metric
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NVDA
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AVGO
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INTC
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|---|---|---|---|
Price/Earnings (Normalized) | 35.72 | 48.61 | 193.46 |
Price/Book Value | 25.85 | 21.41 | 4.97 |
Price/Sales | 20.13 | 25.64 | 9.67 |
Price/Cash Flow | 34.78 | 44.44 | 38.70 |
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Metric
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NVDA
|
AVGO
|
INTC
|
|---|---|---|---|
Quick Ratio | 2.76 | 1.67 | 1.37 |
Current Ratio | 3.44 | 1.90 | 2.31 |
Interest Coverage | 628.92 | 8.99 | −1.75 |
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Metric
|
NVDA
|
AVGO
|
INTC
|
|---|---|---|---|
Return on Assets (Normalized) | 79.83% | — | 1.41% |
Return on Equity (Normalized) | 108.79% | — | 2.68% |
Return on Invested Capital (Normalized) | 99.20% | — | 1.71% |
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1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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Capital Allocation
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Economic Moat
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Market Cap
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|---|---|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd ADR
TSM
| Dkjxhdz | Xxzhl | $2T | |||
| Broadcom Inc
AVGO
| Svvxwcbsml | Vjgwz | $2T | |||
| Micron Technology Inc
MU
| Pqwvkscx | Kwph | $1T | |||
| Advanced Micro Devices Inc
AMD
| Sclzkypfm | Xwwqzb | $800B | |||
| Intel Corp
INTC
| Vxdkqntsb | Lnf | $554B | |||
| ARM Holdings PLC ADR
ARM
| Qbmgfdsd | Lgvs | $370B | |||
| Texas Instruments Inc
TXN
| Pcnjrsqwd | Gddbp | $265B | |||
| Marvell Technology Inc
MRVL
| Djqxntnd | Dyvgrp | $253B | |||
| Qualcomm Inc
QCOM
| Slxcgxm | Rdbnth | $230B |
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