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Benzinga
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Broadcom Vs. Nvidia: The AI Chip War You're Not Watching

1. Broadcom collaborates with Google on AI chips, targeting $9 billion revenue soon. 2. Analysts project 60% AI business growth, aiming for $19-20 billion in revenue. 3. Broadcom's AI networking solutions grow by 170%, with $4.4 billion in Q2 revenue. 4. Tomahawk Ultra networking can connect four times more chips than Nvidia's NVLink. 5. Broadcom steadily positions itself as a strong competitor against Nvidia in AI.

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FAQ

Why Bullish?

Broadcom's strategic collaborations and AI revenue growth indicate strong future performance.

How important is it?

The growth in Broadcom's AI business and technological innovations are pivotal for future performance.

Why Long Term?

As Broadcom establishes its AI revenue streams, long-term growth potential increases significantly.

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