Microsoft CEO hints at potential chip supply changes impacting Nvidia, but positive for Broadcom.

From Nasdaq: 2025-01-07 04:23:00

Artificial intelligence (AI) is a major investment theme on Wall Street, with updated estimates projecting AI to add trillions to global GDP by 2030. Microsoft’s CEO, Satya Nadella, hinted at potential chip supply changes, impacting Nvidia. Broadcom, a custom AI chip manufacturer, expects growing demand for its networking solutions due to increased AI infrastructure builds.

Broadcom’s collaboration with OpenAI and expertise in custom AI chip development positions it as a key player in the AI market. Microsoft’s potential partnership with Broadcom for AI infrastructure needs could drive future growth opportunities. Despite a rich valuation, Broadcom’s growth potential and Microsoft’s chip sufficiency may benefit investors in the long run.

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Read more at Nasdaq: Microsoft CEO Satya Nadella Said Something That Could Be Bad News for Nvidia but Great News for This AI-Powered Stock in 2025