Nvidia Is The Star―But Broadcom Is The AI Boom's Best-Kept Secret

1. Broadcom is recognized as the '#2 global AI semiconductor supplier.' 2. The company is collaborating with major AI firms like OpenAI for custom AI XPUs. 3. Broadcom's AI networking capabilities offer significant dollar content, enhancing demand. 4. VMware's Cloud Foundation expected to support strong growth into 2026/2027. 5. Broadcom aims to reinvest in the business rather than pursue M&A.