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The ai semiconductor designer and nvidia industry peer has also etched a spot on investor's business daily's leaderboard Broadcom could blow past nvidia, expert predicts the chipmaker could have a key opportunity to establish itself as a market leader. While nvidia has been the name to know in artificial intelligence (ai), broadcom is one to watch.

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Broadcom stock looks expensive despite the recent deal with openai broadcom, currently the leader in custom ai accelerators, is well positioned to benefit as more companies diversify beyond nvidia. But others are more cautious—in the near. Nvidia, however, faces a more nuanced challenge.