--- title: "AVGO, NVDA: 'Supply Still Can't Keep Up,' Says Evercore About AI Infrastructure Demand" type: "News" locale: "en" url: "https://longbridge.com/en/news/286916368.md" description: "Evercore analyst Mark Lipacis reports strong demand for AI infrastructure, particularly for Nvidia (NVDA) and Broadcom (AVGO), despite supply constraints. The firm maintains Buy ratings on these companies, highlighting Nvidia's NVLink technology and Broadcom's leadership in the 1.6T DSP market. AI spending remains robust among cloud companies, with ongoing supply shortages in networking products. Analysts predict continued long-term demand for AI-related stocks, with Nvidia showing a 27% upside potential compared to 14% for Broadcom." datetime: "2026-05-19T12:45:33.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286916368.md) - [en](https://longbridge.com/en/news/286916368.md) - [zh-HK](https://longbridge.com/zh-HK/news/286916368.md) --- # AVGO, NVDA: 'Supply Still Can't Keep Up,' Says Evercore About AI Infrastructure Demand Artificial intelligence demand still looks very strong, according to top Evercore analyst Mark Lipacis, as supply limits continue affecting key AI networking and infrastructure products. The firm kept Buy ratings on several major AI chip and networking companies, including **Nvidia** (NVDA) and **Broadcom** (AVGO). ### Claim 55% Off TipRanks New trading tool for NVDA bears According to Evercore's latest industry checks, demand for large AI systems remains strong as cloud companies continue building bigger AI data centers. However, supply still cannot fully keep up with demand, especially for networking hardware used to connect large numbers of AI chips and servers. ## **Nvidia and Broadcom Remain Key AI Names** Evercore said Nvidia's NVLink system remains the leading technology for connecting AI GPUs inside large AI clusters. The firm also expects Nvidia to become a major player in co-packaged optics (CPO), a newer technology designed to improve speed and lower power use in AI data centers. Meanwhile, Broadcom is seen as a leader in the fast-growing 1.6T DSP market used in next-generation AI systems. The report also highlighted Marvell Technology, where Evercore expects the company to keep a strong share in the growing 800G DSP market. The firm added that Marvell's share in newer 1.6T products could improve further over the next few years. ## **AI Spending Still Looks Strong** The report suggests that major cloud companies are still increasing AI spending despite rising costs across the industry. Evercore noted that demand for AI networking products remains strong enough that supply shortages are still a major issue. The firm also pointed to growing interest in newer AI areas such as optics, AI server CPUs, and advanced networking systems, which could become the next big growth drivers for AI infrastructure companies. Even after the huge rally in AI-related stocks over the past year, Wall Street analysts continue seeing strong long-term demand for AI chips, networking products, and data center infrastructure. ## **Which Chip Stock Is the Best Buy?** Currently, both Nvidia and Broadcom carry Strong Buy analyst consensus ratings from Wall Street. However, analysts see about 27% upside potential in Nvidia stock, compared with roughly 14% upside for Broadcom shares. ### Related Stocks - [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [AVGU.US](https://longbridge.com/en/quote/AVGU.US.md) - [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md) - [AVGX.US](https://longbridge.com/en/quote/AVGX.US.md) - [AVL.US](https://longbridge.com/en/quote/AVL.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [AVGG.US](https://longbridge.com/en/quote/AVGG.US.md) - [AVGW.US](https://longbridge.com/en/quote/AVGW.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [EVR.US](https://longbridge.com/en/quote/EVR.US.md) - [MRVL.US](https://longbridge.com/en/quote/MRVL.US.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) ## Related News & Research - [Eco Wave Power U.S. Joins NVIDIA Inception Program to Advance AI-Driven Renewable Energy Infrastructure | WAVE Stock News](https://longbridge.com/en/news/286771032.md) - [Nvidia Discloses Stakes in AI Stocks CoreWeave (CRWV) and Coherent (COHR)](https://longbridge.com/en/news/286630278.md) - [Rafay Systems Brings Software Standardization to Neocloud and Sovereign AI Factories Through Its NVIDIA-Validated Platform](https://longbridge.com/en/news/286296922.md) - [Cerebras (CBRS) IPO: Why It's Different from Nvidia, AMD](https://longbridge.com/en/news/286449201.md) - [Who Knew Glass Was So Important to AI? Corning's (GLW) Q1 Report Made It Clear](https://longbridge.com/en/news/286857040.md)