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Why Broadcom Is Winning the Custom AI Chip Race
Lucas and Luna break down Broadcom's edge in the custom AI chip market, using its recent premarket move as a springboard. They explore why hyperscalers like Alphabet and Meta are turning to Broadcom over Nvidia for specialized ASICs, how Broadcom's networking business creates an ecosystem lock-in, and what it means for investors considering a position in semis beyond the GPU giants. The hosts tie the discussion to Broadcom's 2026 strategy, referencing its recent VMware integration and the $60 billion AI networking opportunity. A focused look at one company's quiet…
The skinny
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