Broadcom and NVIDIA’s Battle for AI Dominance

Source: TradingView

Key Points

• Broadcom pursued a “buy-integrate-optimize-rebuy” strategy  to build a “semiconductors + software” dual engine, driving 22% annual free cash flow growth.
• Broadcom dominates AI inference with custom ASICs, which is driven by demand of  edge computing and data centers.
• AI revenue surged yet tariff impacts may slow growth rate. Even after Blackwell goes public, AVGO share could rebound 15% to $200 despite competitive pressures. 

Overview

Founded in 1961 and…