Advanced Micro Devices, Inc. (NASDAQ:AMD) and Broadcom Inc. (NASDAQ:AVGO) offer competing ways to invest in AI computing: general-purpose processors and accelerators versus custom chips and networking. Their October 7 prices for trailing operating cash flow less capital spending were far apart. AMD traded near 125 times free cash flow; Broadcom was around 46 times. AMD can grow rapidly yet disappoint investors if its price demands faster growth. Broadcom's lower multiple carries customer concentration and financing exposure. Our CPU analysis tests whether AMD's established processor business can carry the cost of its accelerator ambitions.
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