“98% of Investors Miss The REAL AI Winners (My Full Map)”
Broadcom's AI revenue is accelerating rapidly (221% YoY) with strong forward guidance ($115B target), though from a smaller base than Nvidia.
Nvidia and Broadcom have just announced their earnings, and it appears that actual spending on artificial intelligence is on track to be much larger. who wins the great battle between Nvidia's GPUs and Broadcom's custom chips, and, of course, the stocks I buy as a result.
Nvidia and Broadcom have just achieved their best-ever earnings results . Broadcom also recorded record revenues. $29.6 billion, an increase of 86% from last year.