Nvidia: A Reality Check On The Broadcom Risk

Summary:

• Nvidia Corporation’s “king of AI” stature is allegedly under threat as its top customers turn to Broadcom to build custom chips and systems.
• Since Broadcom’s earnings release earlier this month, NVDA stock has dipped lower as investors worry over the future demand for its AI solutions.
• However, skeptics may be overlooking Nvidia’s key strengths and savvy strategies beneath the surface, which keep the bull case alive.

Nvidia Corporation (NASDAQ:NVDA) has been rightfully crowned the “king of AI” given its wide lead in designing high-performance GPUs, as well as designing broader systems and supercomputers that encompass multiple chips and run simultaneously to deliver

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