While Nvidia (NVDA 1.58%) has dominated the conversation as the top artificial intelligence (AI) computing unit provider for years, Broadcom (AVGO 4.11%) is becoming a force to be reckoned with. Broadcom’s approach to AI computing is more specialized than Nvidia’s, but with AI workloads starting to become more mature, this specialized approach is gaining momentum.

Although Broadcom has been an excellent performer over the past few years, I think it could deliver additional impressive gains over the next two. If you’re not a Broadcom shareholder already, it’s not too late to scoop up shares.

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Broadcom’s custom AI chips are growing in popularity

Nvidia makes graphics processing units (GPUs) — versatile…