AI chipmakers that could steal some of Nvidia's spotlight in 2026

Nvidia (NVDA) announced a deal to acquire AI hardware and software designer Groq (GROQ.PVT) for $20 billion last week. While the semiconductor manufacturer remained a major AI player in 2025, who could be some of Nvida's biggest competition in the fast-approaching 2026? TECHnalysis Research, LLC President Bob O'Donnell sits down with Yahoo Finance markets and data editor Jared Blikre on Market Catalysts to discuss which chipmaker could gain more prominence next year. Also catch Bob O'Donnell's predictions for agentic AI in 2026 as it relates to cybersecurity usage. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.