Both chipmakers have serious opportunities to capitalize on the AI infrastructure buildout.

Broadcom is a leader in ASIC chipsets for AI, offering strong exposure to AI growth alongside a mature analog chip business. AVGO's recent financials show record sales and margin expansion, but the ...

Broadcom delivered a robust Q4FY25, with revenue up 28% and GAAP EPS up 93% year-over-year. Google TPUs are no longer exclusive to it and are driving AVGO revenue growth. AVGO's AI trifecta—XPU ...

Broadcom turned in strong fiscal Q4 results and upbeat guidance. However, there is some worry that customers may eventually begin to take more design work in-house. That said, the company has a ...