Reported about 15 hours ago
Analysts from KeyBanc Capital Markets identify Nvidia and Broadcom as the two best-positioned companies in the AI chip sector, highlighting their strong market positions and demand. With the recent lifting of the AI chip ban on exports to China, both companies are expected to gain traction. While Nvidia leads with its advanced technology, Broadcom stands out as a leader in custom AI silicon. Concerns remain about the broader geopolitical environment and competitive pressures from companies like AMD and Intel.
Source: YAHOO