GPUBroadcom
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title.Broadcom Gains More Wall Street Support, but Cramer Says It Doesn’t Compete With Nvidia
.Broadcom’s custom ASICs, used by Google to train Gemini 3 on Broadcom‑designed TPUs, are gaining traction, but Nvidia CEO Jensen Huang argues the company’s general‑purpose GPUs remain more versatile and pose no material threat. Nvidia’s $2 billion stake in Synopsys aims to create AI‑focused design tools across multiple industries. Analysts have raised price targets for both Broadcom and Nvidia, citing strong demand for ASIC efficiency and GPU flexibility. Diversified exposure to Broadcom, Nvidia and Synopsys is recommended to balance the evolving AI‑chip market.
