Why Marvell Will Overtake Broadcom As Nvidia’s AI Challenger

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 …

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Why Marvell Will Overtake Broadcom As Nvidia’s AI Challenger

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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 …

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Why Nvidia, Broadcom, Marvell Are This Analyst's Top AI Bets In ...

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3 days ago · BofA analyst sees Nvidia, Broadcom, and Marvell as top AI bets amid AI’s evolving "Sputnik moment." AI compute market poised to double to $500bn+, with hyperscalers driving …

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Better Artificial Intelligence (AI) Stock: Broadcom Vs. Marvell ...

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Dec 21, 2024 · That's because of a faster-than-expected jump in the demand for its custom AI chips. More importantly, Marvell is expecting its AI revenue to hit $2.5 billion in the next fiscal …

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Why Nvidia Shouldn’t Sweat AI Chip Rivals Like Amazon And …

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For 2025, Nvidia is expected to grow data center sales to $200 billion while Broadcom should be around $17 billion. Marvell will pull in anywhere from $2 billion to $4 billion, Arya estimates.

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

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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 …

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Why AI Chip Stocks Broadcom, Marvell, And Arm Holdings Rallied …

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Jan 6, 2025 · So the boom in Foxconn orders actually bodes well not only for Nvidia, but also for Broadcom and Marvell. In 2024, Broadcom rose by 110%, Marvell gained 84%, and Arm was …

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Why Artificial Intelligence Stocks Broadcom, Alphabet (Google), …

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2 days ago · My Top 2 Artificial Intelligence (AI) Stocks for 2025 (Hint: Nvidia Is Not One of Them) The Smartest Growth Stock to Buy With $1,000 Right Now Why AI Stocks Broadcom, Lam …

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Better Artificial Intelligence (AI) Stock: Broadcom Vs. Marvell ...

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Jun 9, 2024 · This explains why Marvell anticipates its annual AI revenue to hit $1.5 billion, at least, in the current fiscal year. That would be substantially lower than Broadcom's anticipated …

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FAQs about Why Marvell Will Overtake Broadcom As Nvidia’s AI Challenger Coupon?

Is Broadcom a contender to Nvidia?

The race for dominance in the AI chip sector is heating up, with Broadcom Inc. emerging as a strong contender to rival Nvidia Corporation in the coming years. According to expert forecasts, tech giants like Microsoft, Meta, and Amazon are diversifying their AI chip supply chains, which could shift the power dynamics in this lucrative market. ...

Is Marvell a better AI chip player than Broadcom?

So, even though Marvell is a smaller custom AI chip player compared to Broadcom, the company is expected to clock faster growth thanks to its smaller revenue base. In the end, we can say that Marvell's smaller size means that AI could move the needle in a more meaningful way for the company and help it clock faster growth than Broadcom. ...

Could Broadcom become a more prominent player in the AI chip market?

As such, there is a good chance that Broadcom could become a more prominent player in the lucrative AI chip market in the future. We have already seen that Broadcom and Marvell are targeting an identical AI niche where the former is currently the leading player right now. ...

Are Broadcom & Marvell Technology a good investment in 2024?

Shares of Broadcom and Marvell Technology have soared significantly in 2024, and they seem capable of sustaining that next year as well. Both companies are witnessing outstanding growth in their AI chip businesses and are sitting on a huge addressable market. ...

Should data centers buy Broadcom & Marvell chips?

Broadcom and Marvell are both experiencing strong sales of optical and networking chips for data centers. These chips don't process AI tasks on their own, but they're essential for ferrying massive amounts of data. So as data centers upgrade their servers with Nvidia's GPUs, they need to buy more of Broadcom's and Marvell's chips. ...

Will Broadcom become a big player in AI?

As a result, Broadcom’s market value has ballooned to $358 billion, making it the second-biggest U.S.-based semiconductor company after Nvidia. Tan said the company has the scale to become a big player in AI, given outsized demand so far this year. ...