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Justin Estes

Did Nvidia Just Lose Its Spot as Wall Street’s AI Chip Darling? JPMorgan Says This ‘Overall Top Pick’ Is Better.

Broadcom Nvidia JPMorgan AI Michael Burry Jeremy Grantham Google Hock Tan Meta Semiconductor

If someone asked you to name a large AI chip manufacturer, you’d probably say Nvidia (NVDA), Advanced Micro Devices (AMD), or maybe Taiwan Semiconductor (TSM). Your first thought probably wouldn’t be Broadcom (AVGO).

But Broadcom is actually a giant in the AI hyperscaler space with a $1.6 trillion market cap. Up 54% over the past year, the company has found defining success by pursuing only seven to 10 main customers who need billion-dollar buildouts rather than chasing many small $10 million contracts.

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