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Nvidia Is The Star―But Broadcom Is The AI Boom's Best-Kept Secret
Benzinga· 2025-07-09 19:34
Nvidia Corp NVDA may dominate AI headlines, but JPMorgan's Harlan Sur thinks Broadcom Inc AVGO deserves more credit for building the infrastructure that makes artificial intelligence work.From cutting-edge XPUs to networking muscle and enterprise software, Broadcom is the "#2 global AI semiconductor supplier" and the top name in custom ASICs, Sur says in a research note.XPUs Built For A Million-Cluster WorldBroadcom's AI strategy centers on its custom AI XPU business, which is firing on all cylinders. Sur h ...