Broadcom Could Be The Ultimate Beneficiary From The DeepSeek …

1 day ago · Broadcom is well poised to benefit from increased focus on custom AI compute as big tech shifts more into inference. DeepSeek's incredible achievements in lowering the hurdle for …

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DeepSeek Won’t Sink U.S. AI Titans - WSJ - The Wall Street Journal

3 weeks from now

The rub is that DeepSeek claims to have trained one of its latest models for $5.6 million in computing costs—a fraction of what is currently spent on this side of the Pacific on the same …

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Broadcom Hits Trillion-dollar Valuation On Lofty Forecasts For AI ...

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Dec 13, 2024 · Of the total 2027 opportunity, Broadcom could capture as much as $50 billion in AI sales based on the 70% market share Broadcom estimated it had in 2024, TD Cowen analysts …

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Big Tech Brushes Off DeepSeek Threat - The Hill

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2 days ago · DeepSeek claims its new R1 model performs on par with OpenAI’s and cost just $5.6 million to train — a measly sum compared to the billions of dollars that American tech firms …

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China's DeepSeek Takes On OpenAI And NVDA - Bloomberg

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4 days ago · Key insights from the pod: DeepSeek wasn’t really built for $5 million — 3:08 Why DeepSeek is so transparent — 6:35 Jevons paradox applies to AI — 8:58 Nvidia is still in the …

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AI Daily: DeepSeek Seen As Part Of ‘ongoing ... - Markets Insider

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4 days ago · Further, the market focus on DeepSeek and efficient AI models could accelerate AI app innovation and mobile upgrades, adds the firm. It keeps a Buy rating on Apple with a $250 …

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Broadcom Could Be The Ultimate Beneficiary From The DeepSeek …

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Broadcom Could Be The Ultimate Beneficiary From The DeepSeek Selloff seekingalpha 02-01 14:28 SummaryBroadcom Inc. recovered almost 5% yesterday, as dip buyers realized that the …

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Bulls Vs. Bears: Nvidia After DeepSeek Rout - Seeking Alpha

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18 hours ago · Nvidia (NASDAQ:NVDA) closed ~5% lower this week to end January with an ~11% slide after Chinese startup DeepSeek’s (DEEPSEEK) low-cost AI model wiped off more …

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FAQs about Broadcom Could Be The Ultimate Beneficiary From The DeepSeek … Coupon?

Is Broadcom a good stock to buy Despite deepseek decline?

Despite DeepSeek-related stock decline, Broadcom's contractual commitments and AI demand suggest robust future performance, with a price target of $247-$263 based on blended valuation. ...

Will deepseek drive share gains for Broadcom?

DeepSeek's incredible achievements in lowering the hurdle for cost-efficient AI models could drive share gains for Broadcom. Meta highlighted that it will invest more in its custom MTIA chips for inference before broadening to training workloads. ...

Is deepseek a risk to Broadcom's customers?

This would drive the need for new custom platforms, bringing all of Broadcom's customers right back to their doorstep. The most meaningful risk posed by the DeepSeek development is an increasingly tight sanction environment. There are several reports of sanctioned Nvidia chips finding their way to China. ...

How will deepseek impact Broadcom & Marvell?

For both Broadcom and Marvell, DeepSeek’s innovation represents less of a disruption and more of a realignment of market dynamics: Increased Demand for Networking: DeepSeek's modular, distributed AI training will likely drive demand for efficient networking solutions, benefiting both companies. ...

Is Broadcom a good stock to buy?

Broadcom’s stock performance has been simply impressive. It has a gain of over 1,450% over the past 10 years and a dividend that grew in line, making it a perfect investment for long-term-oriented investors, and, in my view, it also puts the recent selloff in context. ...

Is Broadcom a good long-term investment?

Broadcom Inc.'s impressive 1,450% stock gain over 10 years and strong dividend growth make it a solid long-term investment despite recent sell-off concerns. The VMware acquisition significantly boosted 2023 revenues by 44%, with AI-driven growth expected to continue driving semiconductor and infrastructure software sales in 2025. ...