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Nvidia targets massive 70% revenue growth for fiscal 2028, but rising memory and networking costs are compressing gross margins. The shift highlights emerging supply chain bottlenecks, transferring p…
Broadcom is highlighted as a prime beneficiary of the custom AI chip boom, projecting massive AI semiconductor revenue growth through fiscal 2028. Analysts recommend Broadcom alongside Marvell for th…
Investors are broadening the AI trade beyond GPU accelerators like Nvidia into connectivity suppliers. Astera Labs and Marvell are gaining traction as high-performance AI clusters demand advanced swi…