Nvidia, Broadcom Among Goldman Highlights For AI Opportunities

1. Nvidia faces potential US export restrictions affecting AI chips to China. 2. Broadcom shows strong revenue growth potential in AI semiconductor business. 3. Analyst recommends Broadcom for its resilience and growth prospects in 2025. 4. Semiconductor sector remains volatile; AI segment shows significant outperformers. 5. Analyst upgrades NXP, downgrades AMD, signaling sector shifts impacting competitors.