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16.10.25 - 20:57
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Who Benefits From AI Spending? JP Morgans Top Picks (Benzinga)
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AI and hyperscale demand drive semiconductor growth for Nvidia, AMD, Broadcom. Rising hyperscaler capex and AI infrastructure investments lead to multi-year opportunities. Top beneficiaries include Nvidia, AMD, Broadcom, Marvell, Micron, and Western Digital.
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16.10.25 - 16:36
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Broadcom Is a Verified AI Powerhouse, but Is Risk Rising, Too? (24/7 Wall St.)
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Broadcom (NASDAQ:AVGO) has transformed from a smartphone chip stalwart to a formidable AI powerhouse rivaling giants like Nvidia (NASDAQ:NVDA). Its pivot to AI infrastructure — custom accelerators (XPUs), Ethernet networking, and data center solutions — has fueled explosive growth. A landmark deal with OpenAI this week underscores this shift, with Broadcom supplying 10 gigawatts of ... Broadcom Is a Verified AI Powerhouse, but Is Risk Rising, Too?
The post Broadcom Is a Verified AI Powerhouse, but Is Risk Rising, Too? appeared first on 24/7 Wall St.....
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