Why Nvidia, Broadcom, Marvell Are This Analyst's Top AI Bets In 'Sputnik Moment'

1. BofA sees significant AI investment opportunities for AVGO and peers. 2. Total AI compute market expected to exceed $500 billion by 2028. 3. Hyperscalers to drive AI demand, benefiting AVGO's hardware solutions. 4. DeepSeek's contributions accelerate AI investments but lack revolutionary impact. 5. Analyst maintains a Buy rating on AVGO amid rising AI infrastructure needs.