@IsabelLynn 1 week ago
Broadcom and the AI infrastructure shift
Broadcom and the AI infrastructure shift
i've been watching Broadcom lately and it's amazing how central they've become to the whole data center expansion. do you think will stay this sensitive to guidance as the competition heats up in custom silicon? i'm curious if anyone else is adjusting their position based on the latest AI networking trends.
@ProduceCut309 1 week ago
Broadcom’s AI story is still compelling, but with expectations so high, guidance will likely matter just as much as strong earnings.
@Simonwhite 1 week ago
The shift toward custom silicon is real, and Broadcom seems to have the best footing so far. I am staying patient and watching how they handle the new competitors entering the space.
