Close Menu
Trader News
  • Markets
    • Stocks
    • Futures
    • Forex
    • Commodities
    • OTC
    • QB
    • QX
    • PINK
    • Crypto
    • Options
    • Bonds
  • Crypto
    • Market
    • BTC
    • NFTs
    • DeFi
  • Technology
    • Web3
    • FinTech
    • EdTech
    • AI
  • Startups
  • Real Estate
  • Personal Finance
    • Retirement
    • Investing
  • More
    • Market Data
    • Glossary
    • Crypto Heatmap
    • Newsletter
    • Submit News
    • Exchanges, Brokerage and Savings Platforms
X (Twitter)
X (Twitter) TikTok YouTube RSS
Trader News
  • Markets
    1. Stocks
    2. Futures
    3. Forex
    4. Commodities
    5. OTC
    6. QB
    7. QX
    8. PINK
    9. Crypto
    10. Options
    11. Bonds
    Featured

    Elon Musk Says They ‘Arrested’ And ‘Killed’ Peanut The Squirrel But Didn’t Try To File Charges In Epstein Client List — PNUT Token Soars 5%

    By News RoomJul 10, 2025 12:04 am EDT0
    Recent

    Elon Musk Says They ‘Arrested’ And ‘Killed’ Peanut The Squirrel But Didn’t Try To File Charges In Epstein Client List — PNUT Token Soars 5%

    Jul 10, 2025 12:04 am EDT

    Antero Midstream Announces Second Quarter 2025 Return of Capital and Earnings Release Date and Conference Call – Antero Midstream (NYSE:AM)

    Jul 10, 2025 12:01 am EDT

    KLG, NVDA, COST, PLUG, TSLA: 5 Trending Stocks Today – Costco Wholesale (NASDAQ:COST), WK Kellogg (NYSE:KLG)

    Jul 9, 2025 10:55 pm EDT
  • Crypto
    1. Market
    2. BTC
    3. NFTs
    4. DeFi
    Featured

    Bitcoin Bull Eyes $150K After BTC Reaches New All-Time High

    By News RoomJul 9, 2025 11:16 pm EDT0
    Recent

    Bitcoin Bull Eyes $150K After BTC Reaches New All-Time High

    Jul 9, 2025 11:16 pm EDT

    LetsBonk’s Soaring Userbase Could Start A Rally In Bonk

    Jul 9, 2025 7:50 pm EDT

    Don Trump Jr invests in Thumzup after conversion to BTC Treasury firm

    Jul 9, 2025 6:32 pm EDT
  • Technology
    1. Web3
    2. FinTech
    3. EdTech
    4. AI
    Featured

    Meta, Copilot Flunk AI Privacy 101 — Big Tech Is Playing Chicken With Your Privacy – Meta Platforms (NASDAQ:META)

    By News RoomJul 9, 2025 8:40 pm EDT0
    Recent

    Meta, Copilot Flunk AI Privacy 101 — Big Tech Is Playing Chicken With Your Privacy – Meta Platforms (NASDAQ:META)

    Jul 9, 2025 8:40 pm EDT

    Artificial intelligence drives demand for electric grid update

    Jul 9, 2025 8:29 pm EDT

    AI Ghostwriting Is Creeping Into Science—Is That a Bad Thing?

    Jul 9, 2025 6:20 pm EDT
  • Startups
  • Real Estate
  • Personal Finance
    1. Retirement
    2. Investing
    Featured

    An inverse ‘head-and-shoulders’ pattern is forming in this semiconductor stock, charts show

    By News RoomJul 9, 2025 11:48 pm EDT0
    Recent

    An inverse ‘head-and-shoulders’ pattern is forming in this semiconductor stock, charts show

    Jul 9, 2025 11:48 pm EDT

    These natural gas plays offer upside potential, TD Cowen says. They also pay dividends

    Jul 9, 2025 10:40 pm EDT

    It’s time to take profits in this high-flying solar stock, says Goldman Sachs

    Jul 9, 2025 8:22 pm EDT
  • More
    • Market Data
    • Glossary
    • Crypto Heatmap
    • Newsletter
    • Submit News
    • Exchanges, Brokerage and Savings Platforms
Login
Trader News
You are at:Home » Nvidia Is The Star – But Broadcom Is AI’s Best-Kept Secret – Broadcom (NASDAQ:AVGO)
AI

Nvidia Is The Star – But Broadcom Is AI’s Best-Kept Secret – Broadcom (NASDAQ:AVGO)

News RoomNews RoomJul 9, 2025 10:52 am EDT0 ViewsNo Comments2 Mins Read
Facebook Twitter Telegram WhatsApp Pinterest LinkedIn Tumblr Email Reddit
Share
Facebook Twitter LinkedIn Pinterest Email

Nvidia Corp NVDA might control AI headings, however JPMorgan’s Harlan Sur believes Broadcom Inc AVGO should have more credit for developing the facilities that makes expert system work.

From innovative XPUs to networking muscle and business software application, Broadcom is the “# 2 worldwide AI semiconductor provider” and the leading name in customized ASICs, Sur states in a research study note.

XPUs Developed For A Million-Cluster World

Broadcom’s AI method centers on its customized AI XPU organization, which is shooting on all cylinders. Sur highlights the business’s partnership with 4 AI consumers and notes that it’s “on track to tape-out first-generation AI XPU items this year.”

He thinks these consumers– consisting of OpenAI– are intending to construct huge AI clusters of “1 million XPU” systems, which would put Broadcom at the heart of the AI buildout.

Check Out Likewise: Musk Turmoil Might Oust Tesla From Mag 7, Giving Way For Broadcom

Networking Gains From AI Compute

AI designs need not simply calculating power however ultra-fast networking. That’s where Broadcom’s scale-up networking can be found in, with 5– 10x more dollar material per system than conventional networks. As Sur puts it, “AI calculate work continue to drive strong networking need.”

Broadcom’s management in next-generation interconnects and silicon photonics even more seals its position as the go-to supplier for high-performance facilities.

VMware Is The Sleeper Development Engine

Do not ignore the software application side. Sur keeps in mind VMware’s Cloud Structure (VCF) platform is set to “sustain strong development up until late 2026/2027,” with profits anticipated to strike $20 billion before settling into mid- to high-single-digit development.

In spite of lower gross margins on customized AI chips, Sur anticipates Broadcom to keep broadening running margins due to organization utilize.

Significantly, “the group is concentrated on reinvesting in business,” states Sur, not chasing after interruptions like M&A.

Read Next:

Image: Shutterstock

Stock Rating Locked: Wish To See it?

Benzinga Rankings provide you essential metrics on any stock– anytime.

Reveal Complete Rating

Market News and Data gave you by Benzinga APIs

Source

Share. Facebook Twitter Pinterest LinkedIn Tumblr Email

Related Articles

Meta, Copilot Flunk AI Privacy 101 — Big Tech Is Playing Chicken With Your Privacy – Meta Platforms (NASDAQ:META)

AI Jul 9, 2025 8:40 pm EDT

Artificial intelligence drives demand for electric grid update

AI Jul 9, 2025 8:29 pm EDT

AI Ghostwriting Is Creeping Into Science—Is That a Bad Thing?

AI Jul 9, 2025 6:20 pm EDT

Elon Musk’s AI chatbot, Grok, goes on antisemitic tirade

AI Jul 9, 2025 6:05 pm EDT

Linda Yaccarino Leaves Elon Musk’s X Following Grok ‘MechaHitler’ Debacle

AI Jul 9, 2025 3:55 pm EDT

Dell, HPE Tapped By Analyst As Top AI Server Stocks – Hewlett Packard (NYSE:HPE), Dell Technologies (NYSE:DELL)

AI Jul 9, 2025 3:50 pm EDT
Add A Comment
Leave A Reply Cancel Reply

You must be logged in to post a comment.

Latest News

Antero Midstream Announces Second Quarter 2025 Return of Capital and Earnings Release Date and Conference Call – Antero Midstream (NYSE:AM)

Jul 10, 2025 12:01 am EDT

An inverse ‘head-and-shoulders’ pattern is forming in this semiconductor stock, charts show

Jul 9, 2025 11:48 pm EDT

Bitcoin Bull Eyes $150K After BTC Reaches New All-Time High

Jul 9, 2025 11:16 pm EDT

KLG, NVDA, COST, PLUG, TSLA: 5 Trending Stocks Today – Costco Wholesale (NASDAQ:COST), WK Kellogg (NYSE:KLG)

Jul 9, 2025 10:55 pm EDT

Here’s How Much You Would Have Made Owning Reinsurance Gr Stock In The Last 5 Years – Reinsurance Gr (NYSE:RGA)

Jul 9, 2025 10:54 pm EDT

Subscribe to Updates

Get the latest markets news and updates directly to your inbox.

[newsletter_form]

Top News

Commodities

Trump Cancels Wind and Solar Subsidies – Canada’s Net Zero Policies are Economic Suicide says Friends of Science Society

By News RoomJul 9, 2025 10:51 pm EDT0

While Trump focusses on energy security and taking apart the environment empire in the United…

These natural gas plays offer upside potential, TD Cowen says. They also pay dividends

Jul 9, 2025 10:40 pm EDT

Cathie Wood Dumps Jack Dorsey’s Block As Bitcoin Flirts With All-Time Highs, Bets $8.8 million On Tempus AI – ARK Genomic Revolution ETF (BATS:ARKG)

Jul 9, 2025 9:49 pm EDT

Bernie Sanders Says In The US, Presidents ‘Don’t Censor The Media,’ Slams Trump Administration’s Move To Cut $1.1 Billion From PBS: ‘Another Step Toward Authoritarianism’

Jul 9, 2025 9:48 pm EDT
About
About

Trader News is the only source for the latest news and updates about the market, finance, crypto and real estate. Follow us to get the only news that matters.
We're social, connect with us:

X (Twitter) YouTube TikTok
Popular News

MintMiner Launches Global Cloud Mining Platform, Offers Free BTC

Jul 4, 2025 11:34 pm EDT

On-the-job learning upended by AI and hybrid work

Jul 6, 2025 11:34 pm EDT

Julian McMahon, Actor Who Played Doctor Doom In Fantastic Four Dies At 56

Jul 4, 2025 10:30 pm EDT

Subscribe to Updates

Get the latest markets news and updates directly to your inbox.

[newsletter_form]
Copyright © 2025. TraderNews. All Rights Reserved.
  • Privacy Policy
  • Terms of use
  • Press Release
  • Advertise
  • Contact

Type above and press Enter to search. Press Esc to cancel.

Sign In or Register

Welcome Back!

Login to your account below.

Lost password?