Bloomberg / Contributor / Getty Images, BING-JHEN HONG / Getty Images Nvidia and Broadcom shares surged Wednesday after Google parent Alphabet, a customer of both chipmakers, said it plans to ...
Today, Intel is worth just US$85 billion. And Qualcomm, the chip firm that Broadcom coveted so much back then, is worth US$185 billion. Video gaming chip maker Nvidia, the other major chip player, was ...
Nvidia and Broadcom shares surged Wednesday after Google parent Alphabet, a customer of both chipmakers, said it plans to ramp up spending on artificial intelligence. Alphabet said Tuesday that it ...
With pre-training hitting its limits, Broadcom is gaining ground, but Nvidia’s dominance isn’t fading just yet. At the end of 2024, Ilya Sutskever, co-founder and former chief scientist of OpenAI, ...
Growing evidence points to Nvidia's success at extending the usability of its GPUs for inferencing, beyond the initial training phase, undermining the volume of demand for Broadcom’s custom chips.
However, according to Chosun Biz, many industry insiders pointed out that if Samsung collaborates with Nvidia's competitor Broadcom, a different outcome may emerge. Samsung was initially expected ...
Many investors are considering investing in either AI-enabler Broadcom (AVGO) or CPU-maker Intel (INTC). Both have alluring ...
With a leading profit multiple of 27x, Broadcom is attractively priced compared to peers like Nvidia, making it a strong buy on the dip. Exploding sales and profit growth provided the fundamental ...
BofA analyst sees Nvidia, Broadcom, and Marvell as top AI bets amid AI’s evolving "Sputnik moment." AI compute market poised to double to $500bn+, with hyperscalers driving hardware and software ...