Nvidia CEO Jensen Huang has doubts about Broadcom's ability to win market share in the AI chip market, an area where Nvidia ...

In 2024, AI-related revenue for Broadcom totaled $12.2 billion. However, Broadcom projects that the market for its XPUs and ...

Broadcom's custom AI chips appeal to cloud companies as a cheaper option for high-volume AI work.

Chief Executive Lip-Bu Tan may include a recommitment to the embattled chipmaker's focus on design and boost its foundry by ...

Nvidia's GPUs are a top option in the AI computing space. Broadcom hopes to steal some of that market share with its custom AI accelerators. Nvidia's stock looks cheaper than Broadcom's.

Broadcom is smaller than Nvidia, setting up a compelling growth trajectory. And the company teased new customer wins. During a bleak stretch for semiconductor earnings, Broadcom Inc. stands out in ...

Nvidia might be the poster child of the AI boom, but according to the Financial Times, investors betting on Broadcom have had an even sweeter ride. The AI gold rush has sent Nvidia’s market cap ...

Ebbing DeepSeek concerns, GPU dominance, and high demand for Blackwell chips will continue to boost NVIDIA. On the other hand, strong demand for custom AI accelerators will benefit Broadcom.

So, I'd say Nvidia's growth will still be fine over the next few years; just look for Broadcom to eat into some of Nvidia's market share as XPUs become more popular. But, at today's prices, both ...

Nvidia and Broadcom are two giant AI players who have established a solid market for themselves. Driven by growing investment in the AI industry, these companies are set to have another successful ...