By Rick Orford
Publication Date: 2026-08-11 13:18:00
Broadcom (AVGO -0.38%) and Marvell (MRVL +1.24%) could benefit as hyperscalers build custom processors around their own AI workloads. The opportunity is not necessarily to replace Nvidia, but to enable a more specialized infrastructure market in which custom silicon, networking, and optical connectivity become increasingly valuable.
Stock prices used were the market prices of July 29, 2026. The video was published on Aug. 8, 2026.
Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Broadcom, Marvell Technology, and Nvidia. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
