Nvidia Is The Star―But Broadcom Is The AI Boom's Best-Kept Secret
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Nvidia may lead AI headlines, but JPMorgan's Harlan Sur emphasizes Broadcom as a key player in AI infrastructure. Broadcom is the second-largest AI semiconductor supplier, focusing on custom AI XPUs and networking solutions. Sur highlights Broadcom's collaboration with major AI customers, including OpenAI, and its strong networking demand driven by AI workloads. Additionally, VMware's Cloud Foundation is projected to sustain growth until 2026/2027. Despite lower margins on custom AI chips, Broadcom is expected to expand operating margins through reinvestment in the business.
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