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Broadcom and AMD Are Set to Share This Much of the $475 Billion AI Chip Market by 2030

1. Broadcom could secure 14% AI chip market by 2030, earning $65 billion annually. 2. Nvidia's market share is expected to decline from 80% to 67% by 2030. 3. Broadcom anticipates significant revenue from customers shifting from Nvidia to its products. 4. AMD projected to capture over 4% market share, generating $20 billion revenue by 2030. 5. Analysts favor Broadcom over AMD in the competitive AI chip market.

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Why Bullish?

Broadcom's significant potential in AI could drive future earnings growth, reflecting positively on its stock.

How important is it?

The article highlights upcoming market share changes and revenue opportunities that can significantly influence AVGO's stock price.

Why Long Term?

AI market trends indicate ongoing growth, positively affecting Broadcom's revenue potential and stock performance over time.

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