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Forget AMD. Here's Who Nvidia Really Needs to Be Worried About.

Broadcom's custom AI chips are becoming more popular with AI hyperscalers.

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fool.comStai leggendo9 h fa

Forget AMD. Here's Who Nvidia Really Needs to Be Worried About.

Broadcom's custom AI chips are becoming more popular with AI hyperscalers.

originale

barchart.com1 g fa

Broadcom vs. Marvell: One AI Stock is Crushing It This Year. I'm Still Picking the Other.

Broadcom and Marvell lead ASIC adoption as hyperscalers move from Nvidia GPUs; market projected $118B by 2033 at 27% CAGR. Custom silicon cuts operational costs and power consumption versus expensive GPU fleets ($55k per unit).

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Timeline cronologica

giovedì 10 settembre 2026·barchart.com
Broadcom vs. Marvell: One AI Stock is Crushing It This Year. I'm Still Picking the Other.
Broadcom and Marvell both ride the custom AI chip boom, but one offers diversified growth and the other direct exposure. Here's how they compare.
giovedì 10 settembre 2026·247wallst.com
Nvidia Has the AI Hype. AMD Has the Valuation. I’d Buy This Stock.
NVIDIA dominates AI infrastructure while AMD plays scrappy underdog, but one valuation metric suggests the market may be sleeping on the wrong stock. The answer comes down to a…

Forget AMD. Here's Who Nvidia Really Needs to Be Worried About.

Broadcom vs. Marvell: One AI Stock is Crushing It This Year. I'm Still Picking the Other.

Timeline cronologica

Broadcom vs. Marvell: One AI Stock is Crushing It This Year. I'm Still Picking the Other.

Nvidia Has the AI Hype. AMD Has the Valuation. I’d Buy This Stock.

Nvidia Has the AI Hype. AMD Has the Valuation. I’d Buy This Stock.

Forget AMD. Here's Who Nvidia Really Needs to Be Worried About.