Key Points Broadcom’s AI semiconductor revenue jumped 221% year over year as demand for custom chips accelerated. Nvidia’s AI growth is broadening beyond hyperscalers. Custom chips could pressure Nvidia in some inference workloads while creating a major new growth opportunity for Broadcom. 10 stocks we like better than Broadcom › Broadcom (NASDAQ: AVGO) and Nvidia (NASDAQ: NVDA) both benefit from the global artificial intelligence (AI) infrastructure build-out. Broadcom is helping large customers build custom chips for specific workloads, while Nvidia sells a broader computing platform that can serve many customers and use cases. Image source: Getty Images. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.
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