Reported 3 days ago
Microsoft CEO Satya Nadella's recent statements suggest that the company might not be reliant on Nvidia chips as it prepares for increased AI demand. This could mean challenging times for Nvidia, while Broadcom, a significant player in AI networking solutions, stands to benefit. With AI revenue skyrocketing and collaborations with companies like OpenAI, Broadcom is positioned to capitalize on the growing AI infrastructure needs, presenting a promising outlook for its investors in 2025.
Source: YAHOO