AMD and Broadcom: The Two Ways to Own the Silicon Behind the AI Boom
Rajeswaran Thangeswaran··9 min read·
#stocks#investing#AMD#AVGO#semiconductors#ai-infrastructure#dca#compounding
One sells the same GPUs to everyone. The other designs custom chips for one hyperscaler at a time. Both are quietly making more money from AI than Nvidia's headlines suggest. What $10 a week into the two of them becomes by 2030.
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