Broadcom expects AI chip revenue to double next two years
Broadcom sees AI-chip revenue doubling in each of the next two years, citing accelerating demand from customers including OpenAI and Anthropic.
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Forget Nvidia: Kerrisdale Says This Under-The-Radar AI Stock Could Rally 100% Or More
When investors think about artificial intelligence winners, names like Nvidia Corp. (NASDAQ: NVDA ), Broadcom Inc. (NASDAQ: AVGO ) and Micron Technology Inc. (NASDAQ: MU ) typically dominate the conversation. Kerrisdale Capital believes investors may be overlooking another AI beneficiary: Regal Rexnord Corp. (NYSE: RRX