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Benzinga
Benzinga
Business
Surbhi Jain

Nvidia Is The Star―But Broadcom Is The AI Boom's Best-Kept Secret

Broadcom Sur Broadcom Inc NVDA Artificial Intelligence Tesla Inc. VMware
Sunnyvale,,Ca - usa,-,March,1,,2014:,Broadcom,Facility,In,Silicon

Nvidia Corp (NASDAQ:NVDA) may dominate AI headlines, but JPMorgan's Harlan Sur thinks Broadcom Inc (NASDAQ:AVGO) deserves more credit for building the infrastructure that makes artificial intelligence work.

From cutting-edge XPUs to networking muscle and enterprise software, Broadcom is the "#2 global AI semiconductor supplier" and the top name in custom ASICs, Sur says in a research note.

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