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Google's expanded custom-chip deal with Marvell tempers Broadcom's booming AI growth, despite massive support from Apple. While AVGO's AI revenue soared, its reliance on key clients for future spendi…
This article compares Lumentum (LITE) and Broadcom (AVGO) amid the AI infrastructure boom. While Broadcom remains an AI powerhouse with custom chip partnerships, its heavy debt and underperforming no…
Despite Broadcom's recent sharp decline, JPMorgan rates Broadcom highly due to its growing AI chip business, expecting AI infrastructure investments to surge, positioning Nvidia as a continued AI mar…