By Keithen Drury, The Motley Fool
Publication Date: 2026-08-23 17:26:00
Broadcom (NASDAQ: AVGO) and Marvell Technology (NASDAQ: MRVL) are eerily similar companies. Both of them produce networking equipment for data centers, but they have also launched custom AI chip businesses with a few critical customers. Custom AI chips are likely to grow in popularity, as they can offer superior cost performance to traditional GPU-based training.
This primes both stocks to benefit as these units become more popular. But which one is the better buy? I think there’s one metric that settles the debate.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »
What are custom AI chips?
To date, most training and inference has been performed on graphics processing units…
