Nvidia vs TSMC: Which Is the Biggest AI Winner?

The Motley Fool compares Nvidia and TSMC: Nvidia leads in GPU design with CUDA and gross margins above 70%, with recent quarterly revenue up 106% to $96 billion; TSMC benefits by manufacturing its chips. Their shares rose over 400% and 300% in three years.

• AI stocks diverge as Nvidia, TSMC slip but earnings stay strong2026-10-18
• TSMC Q3 Profit Beats Expectations2026-10-15
• TSMC Mulls Multibillion-Dollar Texas Campus for AI Chips2026-10-01
• TSMC seen as low-risk AI boom stock2026-09-24
• Who drives the AI industry and value chain?2026-09-17