Broadcom’s AI Ambitions Ignite: A $10 Billion Bet and a Challenge to Nvidia’s Dominance

In the high-stakes arena of semiconductor innovation, Broadcom Inc. is carving out a bolder path. The company’s latest earnings report, released amid swirling doubts about the AI boom’s sustainability, delivered a mix of solid beats and forward-looking optimism that sent shares climbing in after-hours trading.

CEO Hock Tan, a master dealmaker who’s transformed Broadcom into a tech behemoth through relentless acquisitions, didn’t just meet Wall Street’s gaze—he stared it down with…