By Harsh Chauhan
Publication Date: 2025-12-04 17:00:00
Key Points
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Ciena may not be as famous as Broadcom in the AI space, but it boasts supercharged growth.
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Ciena benefits from the rapidly growing demand for high-speed data transmission in data centers.
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The stock trades at a discount to the broader tech sector, potentially paving the way for more upside.
- 10 stocks we like better than Ciena ›
Broadcom (NASDAQ: AVGO) has been gaining prominence in the artificial intelligence (AI) chip market thanks to its application-specific integrated circuits (ASICs). The custom AI processors designed by the company have helped it secure multibillion-dollar deals with hyperscalers and AI companies.
That’s not surprising, as these chips can help lower the operating costs of data centers while boosting performance when compared to graphics processing units (GPUs). As such, it is easy to see why Broadcom’s growth trajectory has been improving in recent quarters, and the company’s impressive revenue backlog points to…
