Is the AI trade moving past NVDA? Wall Street eyes Broadcom and Marvell for custom chips, but KeyBanc says NVIDIA is still king.
The AI semiconductor trade is evolving beyond NVIDIA Corp.
(NASDAQ:NVDA).
As investors look for the next phase of AI infrastructure growth, Wall Street is highlighting Broadcom Inc.
(NASDAQ:AVGO) and Marvell Technology Inc.
(NASDAQ:MRVL) as major winners in custom AI chips, even as KeyBanc maintains that NVIDIA remains the industry's best-positioned AI chipmaker.
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