
Broadcom’s AI success won’t all come at Nvidia’s expense
Live MintThere’s a new trillion-dollar AI chip maker in town. Broadcom’s fiscal fourth-quarter report last week included a long-term forecast for its artificial-intelligence business that has lighted up its stock price and pushed the company’s market capitalization past $1 trillion. It also appears to have done the opposite for Nvidia: The AI chip titan’s stock has shed about 4% over the past two days while Broadcom’s has surged by 38% in that time. During the company’s earnings call with analysts, Tan said Broadcom’s three largest big-tech customers are expected to spend between $60 billion and $90 billion in the fiscal year ending October 2027 on ASIC chips and networking components, the two AI chip markets Broadcom serves. Broadcom’s AI business is also still a fraction of Nvidia’s, which reported $98 billion in data-center revenue for the 12-month period ended October.
History of this topic

Don’t go all-in on Nvidia stock. Here’s how to play the AI trade now.
Live Mint
Nvidia sales boosted by rise in AI models that ‘reason’
The Independent
Nvidia is far from running out of road
Live Mint
Nvidia sales surge in the fourth quarter on demand for AI chips
The Hindu
Nvidia sales surge in the fourth quarter on demand for AI chips
Associated Press
Nvidia Q4 Results Today: Will Silicon Valley’s AI leader lift Wall Street’s ‘Mag Seven’ from correction territory?
Live Mint
Nvidia doubled profits in 2024. And its outlook is rosy despite AI jitters
CNN
Alibaba to invest over $53 billion in AI over next 3 years in response to Trump's Stargate
Firstpost
Alibaba to invest over $53 billion in AI over next 3 years in response to Trump's Stargate
Firstpost
Amazon, Microsoft, Alphabet, and Meta to spend well over $300 billion on AI in 2025, fearing China
Firstpost
Tech giants double down on their massive AI spending
Live Mint
AMD’s AI bets face investor scrutiny as Big Tech switches to custom chips
Live Mint
DeepSeek damage: On Jan 27, Nvidia lost combined networth of Starbucks, PepsiCo, McDonald's and Target
Firstpost
SoftBank eyes $40 billion OpenAI investment as US-China AI race heats up: Report
Live Mint
Microsoft and Meta’s AI splurge still not enough for Nvidia
Live Mint
‘People don’t know what they own’: Experts explain DeepSeek-related record sell-off after Nvidia shares rise
The Independent
Nvidia is in danger of losing its monopoly-like margins
Live Mint
Nvidia stocks: DeepSeek AI model launch sees a trillion dollars wiped off world’s biggest tech companies’ share prices
The Independent
Why Nvidia needs to appeal to a bigger crowd
Live Mint
Nvidia CEO pitches robotics, cars as growth areas to consumer-electronics audience
Live Mint
CES 2025: Nvidia's new personal AI supercomputer costs over Rs 2,50,000 and anyone can use it at home or office
India Today
Microsoft to invest over $80 billion on specialised AI data centres in fiscal year 2025
Firstpost
Microsoft to Spend $80 Billion on AI Data Centers This Year
Deccan Chronicle
Nvidia's market value gets $2 trillion boost in 2024 on AI rally
The Hindu
Nvidia’s market value gets $2 trillion boost in 2024 on AI rally
Live Mint
NVIDIA completes $700 million acquisition of Israeli AI startup Run:ai, to turn it Open Source
Firstpost
Nvidia closes $700 million Run:ai acquisition after regulatory hurdles
Deccan Chronicle
Apple approaches $4 trillion valuation as investors bet on AI momentum
The Hindu
Apple chip supplier Broadcom hits $1 trillion market valuation for first time
Hindustan Times
Broadcom stock jumps 21%, hits four-year high on AI boom to top $1 trillion market value for first time
Live Mint
Salesforce Posts Strong Revenue With Promise of AI Boost
Live Mint
The next AI battle: Who can get the most Nvidia chips in one place
Live Mint
Nvidia Says New Chip Remains on Track, Helping Soothe Investors
Live Mint
Nvidia’s coming year will be a turbulent one
Live Mint
NVIDIA sees a record 94% surge in revenue, more than doubles its profit from last year
Firstpost
Nvidia beats earnings expectations as investors eye demand for Blackwell AI chips
The Hindu
Nvidia is Wall Street's most valuable company. How it got there, by the numbers
The Independent
Nvidia Q3 Results: Stock declines even as revenue nearly doubles; guidance fails to meet expectations
Live Mint
Nvidia Says New Chip Remains on Track After Forecast Disappoints
Live Mint
Nvidia is Wall Street’s most valuable company. How it got there, by the numbers
Associated Press
Nvidia beats earnings expectations as investors eye demand for Blackwell AI chips
Associated Press
Nvidia beats earnings expectations as investors eye demand for Blackwell AI chips
LA Times
AMD Layoffs: To cut 4% of global workforce as it focuses on AI chip development
The Hindu
Nvidia’s R2-D2-like robot should focus on developing its AI brain and not body
Live Mint
NVIDIA stock rallies to record high as Trump’s re-election causes frenzy in AI, chip sector
Firstpost
The Rise of the Rent-Seekers: How Nvidia's Success is Feeding the Niche Monster
Live Mint
Nvidia suffers record $279 billion loss in market value as Wall Street drops
The Hindu
Nvidia share price falls despite strong earnings results
The Independent
Nvidia can’t escape shadow of AI spending fears
Live MintDiscover Related









































