Broadcom’s launch of the Tomahawk Ultra is a bold move, offering an Ethernet-based alternative to Nvidia’s NVLink. With the ability to connect more processors, Broadcom is well-positioned to benefit from the rising demand for AI infrastructure. It is showing that it can compete by focusing on system-level innovation.
Although I respect Nvidia’s dominance, I prefer not to invest only in the top name. Spreading investments across key players like AMD and Broadcom provides exposure to different strengths in the semiconductor space. This balanced approach captures both growth and potential upside.
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