Broadcom vs. Marvell: The AI Supercycle Is Big Enough for Both. Here's the Better Buy.

Key Points Broadcom and Marvell have emerged as significant beneficiaries of the global AI infrastructure boom. Marvell’s expanded Google relationship has strengthened its custom silicon opportunity. Broadcom and Marvell are both seeing faster AI-related growth, but trade at very different valuations. 10 stocks we like better than Broadcom › Broadcom (NASDAQ: AVGO) and Marvell Technology (NASDAQ: MRVL) are both benefiting from the rapid build-out of artificial intelligence (AI) infrastructure. Broadcom's AI semiconductor revenue surged 221% year-over-year to $16.7 billion in the third quarter of fiscal 2026 (ended Aug. 2).