Ai is transnforming from training models to building huge AI data centers.
Being industry leader, broadcom has already occupied space and generating custom AI accelerators, high speed networking and optical connectivity.
Broadcom participates in several of these layers, not just one. AI semiconductor revenue has become a major portion of its business, and growth has accelerated rapidly.
Broadcom cash flow advantage is enormous, main strength of braoadcome is to invest heavily on next generation AI chips, parallelly securing manufacturing capacity.
Broadcom has proven CEO, hock tan is one of the most respected operators in the semiconductor industry.
It has history of acquiring business like vmware, cutting inefficiencies, expanding margins, and finally returning cash to share holders.
Broadcom is diversified giant, its producing AI accelerators, AI networking, switching chips and enterprise software through vmware acquisition.
It indicates even if one program slows down, it still has enormous potential to build another.
Broadcom known as king of custom AI chips , the future does not belong to nvidia alone, large players building their own chips and 70 percent of market has partnership with broadcom is currently dominant partner in this space.
Marvell is one of the companies which has capability to build its own custom AI chips, for hyperscale cloud companies. Basically market is moving from buy nvidia GPus to build your own accelerators. Marvell basically expected to exceed, dollar 10 billion by 2029, showing how large the opportunity is.
Smaller size basically indicates bigger potential.
Marvell is small room, so it has more potential to grow.
Like if broadcom grows from 1trillion to 1.5 trillion, its 50 percent gain.
But marvell grows from 100 billion to 200 billion its 100 percent gain.
For aggressive investors, small AI winners can often generate more returns.
Boradcom
vjay
Ai is transnforming from training models to building huge AI data centers. Being industry leader, broadcom has already occupied space and generating custom AI accelerators, high speed networking and optical connectivity. Broadcom participates in several of these layers, not just one. AI semiconductor revenue has become a major portion of its business, and growth has accelerated rapidly.
surya
Broadcom cash flow advantage is enormous, main strength of braoadcome is to invest heavily on next generation AI chips, parallelly securing manufacturing capacity.
Chandra
Broadcom has proven CEO, hock tan is one of the most respected operators in the semiconductor industry. It has history of acquiring business like vmware, cutting inefficiencies, expanding margins, and finally returning cash to share holders.
divya
Broadcom is diversified giant, its producing AI accelerators, AI networking, switching chips and enterprise software through vmware acquisition. It indicates even if one program slows down, it still has enormous potential to build another.
seshu_ganesh
Broadcom known as king of custom AI chips , the future does not belong to nvidia alone, large players building their own chips and 70 percent of market has partnership with broadcom is currently dominant partner in this space.
Marvell
Snehasri
Marvell is one of the companies which has capability to build its own custom AI chips, for hyperscale cloud companies. Basically market is moving from buy nvidia GPus to build your own accelerators. Marvell basically expected to exceed, dollar 10 billion by 2029, showing how large the opportunity is.
suresh3549
Smaller size basically indicates bigger potential. Marvell is small room, so it has more potential to grow. Like if broadcom grows from 1trillion to 1.5 trillion, its 50 percent gain. But marvell grows from 100 billion to 200 billion its 100 percent gain. For aggressive investors, small AI winners can often generate more returns.