Broadcom is predicting a massive expansion in demand for chips that power AI — and the market, for now, is buying it all the way. The company’s valuation hit $1 trillion on Friday as its ...
Broadcom Inc. soared nearly 17% after the company reported strong earnings after Thursday’s close. The latest earnings report reaffirmed that artificial intelligence (AI) is a strong force and i ...
Currently, we estimate that Nvidia accounts for roughly 25% of the entire data center segment. Our view is that Nvidia will retain that leading share throughout the forecast period — assuming it ...