Marvell Vs. Broadcom: AI Arms Race Heats Up Ahead Of Earnings
1. Broadcom's Q1 earnings are expected to surpass consensus estimates. 2. AI revenues projected to exceed $17 billion by FY25 for Broadcom. 3. Integration with VMware opens new growth avenues for Broadcom. 4. Analyst Harlan Sur sees strong demand for AI networking products. 5. Both Broadcom and Marvell are top picks for AI infrastructure investments.