Nvidia's AI Throne Under Siege? Rivals Marvell & Broadcom Are …

Jan 20, 2025 · Nvidia's AI dominance remains strong, but Barclays warns the semiconductor race is shifting--Marvell, Broadcom, and Lumentum are rising fast.

CouponFollow Extension

11%
OFF

Broadcom And Marvell Are A Growing Threat To Nvidia As AI-chip …

3 weeks from now

Dec 18, 2024 · In the past month, Nvidia's shares have fallen about 11%, and are now considered in correction territory, while Broadcom has soared 45% and Marvell has jumped about 26%.

morningstar.com

$1
OFF

Nvidia's AI Throne Under Siege? Rivals Marvell & Broadcom Are …

3 weeks from now

Jan 20, 2025 · The big picture? AI semiconductors are heading into a $1 trillion total addressable market by the end of the decade, and Nvidia won't have the whole pie to itself. While NVDA is …

tradingview.com

30%
OFF

Why Marvell Will Overtake Broadcom As Nvidia’s AI Challenger

3 weeks from now

Specialized chip designers Broadcom and Marvell Technology have been getting a lot of investor love lately. Both companies’ shares have surged more than 30% over the past three months …

theinformation.com

1%
OFF

Nvidia Frame Gen Is WORTH The Input Lag Cost :: Marvel Rivals …

3 weeks from now

Jan 8, 2025 · I just did some testing, input lag only went from 8ms to 14ms, that's nothing, considering the 1% lows hugely increased We are talking about 6ms which is 0.006 seconds …

steamcommunity.com

25%
OFF

Why Broadcom & Marvell Could Be Better AI Plays Than Nvidia In …

3 weeks from now

Dec 30, 2024 · The tech sector (XLK) has gained 25% since the start of 2024, driven by gains related to artificial intelligence (AI). Bokeh Capital Partners, founder and chief investment …

yahoo.com

FAQs about Nvidia's AI Throne Under Siege? Rivals Marvell & Broadcom Are … Coupon?

Will Broadcom become a major Nvidia rival?

Broadcom to become a major Nvidia rival? According to a GuruFocus report, Broadcom is steadily rising through the ranks and becoming a mainstream AI stock for US investors to put their money into. This AI stock's prices have also increased significantly in the last couple of months, with its target jumping to $260. ...

Are Nvidia & Broadcom in correction territory?

In the past month, Nvidia's shares have fallen about 11%, and are now considered in correction territory, while Broadcom has soared 45% and Marvell has jumped about 26%. These two new AI darlings, though, both have other business segments that are not growing as fast as AI. ...

Are Marvell & Broadcom closing the gap?

Rivals Marvell & Broadcom Are Closing the Gap Nvidia (NASDAQ:NVDA) isn't slowing down. Barclays analyst Thomas O'Malley just reaffirmed his Buy rating and hiked his price target to $175, signaling confidence in the AI giant's momentum. ...

Will NVIDIA dominate the AI market?

But their AI-related sales are not expected to come from the market dominated by Nvidia. Broadcom, for instance, stands to benefit from rising demand for its data communications products, as well as its work with Google designing an in-house data centre chip, known as a TPU. ...

Is Nvidia a leader in AI?

Nvidia is currently the major market leader in the AI and tech segment, having earned a major lead in 2023 and 2024 due to its AI GPUs. Are Broadcom stock prices on the rise? Broadcom's stock prices are steadily rising, with its price target jumping to $260 in recent while. For more news like this visit The Economic Times. ...

Will Broadcom's AI engagements match the size of the current three?

Interestingly, Broadcom has two new potential engagements that could eventually match the size of the current three. The AI 3-year outlook supports the ~60% CAGR of Advanced Micro Devices, Inc.’s (NASDAQ: AMD) TAM of $500 billion for the 2027 and 2028 timeframes. ...