By Fahad Saleem
Publication Date: 2026-04-10 13:22:00
We just covered Billionaire Ken Fisher’s Latest Portfolio: 10 Best AI Stocks to Buy. Broadcom Inc. (NASDAQ:AVGO) ranks #8 (see the 5 Best AI Stocks to Buy).
Billionaire Ken Fisher’s Stake: $4.79 billion
Companies are racing to sign multi-year AI chip contracts with Broadcom Inc. (NASDAQ:AVGO). Recent deals include hyperscaler commitments from Google, Anthropic, and TikTok/ByteDance. What’s special about Broadcom Inc. (NASDAQ:AVGO) is its ability to deliver custom, workload-specific silicon that general-purpose GPUs cannot match.
Broadcom Inc’s (NASDAQ:AVGO) moat is strong because there are only a few companies capable of delivering high‑performance custom chips tailored for large‑scale AI workloads, and that specialization delivers real economic advantages. While Nvidia’s GPUs dominate general‑purpose AI compute, Broadcom designs application‑specific ASICs and XPUs that hyperscalers prefer for massive inference tasks because they can reduce total cost…