Nvidia, Broadcom Highlighted As Sector Leaders Drive AI Growth Despite Buildout Risks: Analyst
1. BofA's Vivek Arya cautions on AI infrastructure risks amid competition. 2. He identifies four metrics vital for AI semiconductor assessment. 3. AI chip leaders, including AVGO, remain cautiously optimistic. 4. Current AI buildout differs from dot-com; high capability utilization noted. 5. Valuation multiples are lower today, supporting future growth potential.