Broadcom IncAVGO
▲ PositiveDemandrelevance
AI ASIC revenue grew 143% and is projected to surge over 200%, driven by demand from Alphabet, Meta, Microsoft, and Amazon.
Impact on stocks 6
Artificial Intelligence± Mixed · 6 stocks
Broadcom Inc
NVIDIA CorporationNVDA
▼ NegativeCompetitionrelevance
Broadcom's ASIC strength is outpacing Nvidia's growth, with Nvidia's data center revenue rising only 92% compared to Broadcom's 143% AI revenue growth.
Amazon.com IncAMZN
Mentioned
Alphabet Inc Class CGOOG
Mentioned
Meta Platforms Inc.META
Mentioned
Microsoft CorporationMSFT
Mentioned
Theme Impact 2
Off-coverage companies
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▲2impact 4
Cramer Says Broadcom Has More Orders Than Almost Anyone But NVIDIA
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Nvidia Commits $6.5 Billion to Photonics as AI Optical Market Eyes Ninefold Growth
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