JPMorgan Says Broadcom, Marvell Could Dominate AI's Next Frontier — Here's Why

1. AVGO and MRVL are prime beneficiaries of AI's infrastructure demands. 2. High demand for 800G and 1.6T networking solutions is projected. 3. Broadcom's revenue from AI networking has risen over 60%. 4. New Tomahawk 6 chipset launch will enhance Broadcom's market position. 5. Investors can leverage ETFs like SOXX and SMH for exposure.