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Broadcom (AVGO) Thrives in Custom AI Explosion
ZACKS· 2025-09-03 00:31
Key Takeaways After Marvell's (MRVL) guidance in custom silicon last week, there's caution on AVGO's 22X sales valuation.But Broadcom is succeeding wildly with AI sales +220% last year propelled by XPUs and Ethernet.Will the insatiable demand for generative and agentic AI tokens push AVGO back to 40% topline growth?Broadcom ((AVGO) reports its July quarter (Q3FY'25) on Thursday afternoon and investors are eager to hear about the growth story after smaller competitor Marvell ((MRVL) last week offered disappo ...