Goldman doubles down on Nvidia as AI chip rivals gain ground — and 2026 crash talk returns
New York, Jan 20, 2026, 08:26 EST Goldman Sachs stuck with Nvidia and Broadcom as its top picks in AI computing on Tuesday, saying Nvidia’s lead remains strong despite custom silicon closing the cost gap. The bank noted that Google’s Broadcom-designed TPU is making rapid gains on “inference” economics—the process of running AI models post-training—but highlighted Nvidia’s CUDA software and…