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Broadcom is coming for Nvidia fast, but can it break its ecosystem lock-in?


In a note to investors this week, Bank of America said, “Consider it a top AI pick.” It wasn’t talking about Nvidia, even though BofA considers Green Team the undisputed winner of the GPU wars. It was referring to Broadcom, which recently announced a 10-to-1 stock split and better-than-expected revenue…

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