Broadcom vs. Marvell: One AI Stock is Crushing It This Year. I'm Still Picking the Other.

Everyone loves talking about Nvidia (NVDA) when it comes to AI chips. And for good reason: it practically owns the market at this point.

But there's a significant shift happening in data centers, and it's worth paying attention to.

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Custom application-specific integrated circuits (ASICs) are growing explosively. The market is projected to expand at a 27% compound annual rate, ballooning to $118 billion by 2033.

And two companies are leading that charge: Broadcom (AVGO) and Marvell (MRVL).