AI Spending Is Shifting — And Broadcom, Marvell Are Positioned To Win
1. AI compute spending is shifting focus from training to inference. 2. Broadcom benefits from custom ASICs powering inference for major tech companies. 3. Inference is cheaper and easier to deploy, pushing demand towards Broadcom. 4. Power constraints make inference more scalable for datacenters, boosting Broadcom's position. 5. Industry shift favors smaller, more efficient AI models and solutions.