Europe may not have a Nvidia of its own, but it has become home to some of the world's best-performing AI stocks. Companies supplying the infrastructure behind artificial intelligence — from lasers and optical chips to testing equipment and servers — have delivered gains of up to 2,200% in 2026.

Is the AI trade moving past NVDA? Wall Street eyes Broadcom and Marvell for custom chips, but KeyBanc says NVIDIA is still king.

Europe may not have a Nvidia of its own, but it has become home to some of the world's best-performing AI stocks. Companies supplying the infrastructure behind artificial…