Broadcom (NASDAQ:AVGO) and Marvell (NASDAQ:MRVL) both help hyperscalers design specialized AI accelerators. Both are seen as major custom AI chip plays. But their stock prices tell a different story. Marvell shares have gained about 193% this year, while Broadcom has barely moved, with a year-to-date gain of roughly 2%. Don't Miss: NVIDIA (NVDA) vs. Broadcom (AVGO): Which AI Chip Stock Has the Stronger Moat? Broadcom Broadcom is the larger company and the market leader in custom AI chips, also known as XPUs. Its major customers include Google, Meta, OpenAI and Anthropic. Broadcom's custom accelerators allow these companies to run specific AI workloads at a lower cost and with better power efficiency than general-purpose GPUs.
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