Chipmaker Nvidia is clearly the poster child for artificial intelligence, according to one portfolio manager — but she says another firm is being overlooked. Liontrust Asset Management's Clare Pleydell-Bouverie has turned her attention to Broadcom Inc , which manufactures and designs semiconductors. " think of Nvidia as the poster child for AI chips, and they are.
mountain Year-to-date share movement in Broadcom Pleydell-Bouverie flagged that the company has a "leading position" in segments like custom ASICs . "When we think about Meta Platforms and Alphabet 's Google developing their own chips, there's been a lot of coverage on this and whether they're going to rival some of the some of the merchants, silicon providers they're doing this alongside Broadcom," she added.
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Source: CNBC - 🏆 12. / 72 Read more »
Source: CNBC - 🏆 12. / 72 Read more »