2 Genius Trillion-Dollar Companies to Buy Like There's No Tomorrow

Group 1: Broadcom - Broadcom is positioned as a competitor to Nvidia, focusing on partnerships with AI hyperscalers to design custom AI accelerator chips rather than duplicating Nvidia's GPUs [3][6] - In Q3 fiscal year 2025, Broadcom's AI revenue increased by 63% year over year to $5.2 billion, with expectations for further growth to $6.2 billion in Q4 [5] - Broadcom's total revenue for Q3 was nearly $16 billion, indicating that while AI is a fast-growing segment, other business units remain larger [5] Group 2: Taiwan Semiconductor - Taiwan Semiconductor (TSMC) is the leading chip production facility, providing services to both Nvidia and Broadcom, and is known for continuous innovation and high yields [7][9] - TSMC is set to launch its 2-nanometer chip node, which will consume 25% to 30% less power than the 3nm node, potentially reducing input costs significantly [8] - In Q2, TSMC's revenue rose by 44% year over year in U.S. dollars, with expectations for sustained growth as the AI computing market expands [10]