Nvidia's market share in AI chips is expected to decrease as hyperscalers like Meta diversify, but overall demand growth should benefit Nvidia.
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Massive News for Meta Stock and Broadcom Stock Investors
Apr 16, 2026
Meta and Broadcom have announced a multi-year, multi-billion dollar deal where Broadcom will supply technology for Meta's custom AI chips. This partnership is seen as a positive development for Broadcom, which has already seen its stock price surge following the announcement. The creator previously upgraded Broadcom to a buy and believes the stock will appear even more undervalued once this news is incorporated into financial models.
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Meta is partnering with Broadcom for custom AI chips, diversifying away from Nvidia, which is a positive step for Meta's long-term strategy.
Broadcom stock is a buy due to a new multi-year deal with Meta for AI chips, which is expected to increase free cash flow and make the stock appear undervalued.
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AVGObuy opened Apr 16, 2026
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