The market appears more excited due to the 'newness' of Broadcom moving further into helping big tech build customized AI XPU chips, versus the company actually building the leading AI GPUs.
Broadcom (NasdaqGS:AVGO) recently expanded its product portfolio tailored for AI infrastructure at the Optical Fiber ...
Separately this week, Qualcomm acquired MovianAI – the generative AI arm of Vietnamese startup VinAI – for an undisclosed amount. It marks Qualcomm’s second purchase of the year, with the chipmaker ...
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