Broadcom vs. Qualcomm: One Owns the Data Center. The Other Is Betting on AI Everywhere Else

AI is getting bigger, but it is also getting smaller. On one hand, AI's growing power demands technology that can support its expanding capabilities. On the other hand, despite its complexity, it is becoming more integrated into everyday life, appearing in smartphones and many devices people already use.

That opportunity leaves room for more than one kind of winner, which is why it's worth talking about Broadcom (AVGO) and Qualcomm (QCOM), particularly how they can maximize the broader AI opportunity.