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Marvell Just Found Nvidia’s Biggest AI Weak Spot — and It’s a $30 Billion Business

Surbhi Jain

Marvell’s custom-chip business could reach $30B by 2031 as hyperscalers seek more control over AI infrastructure.

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benzinga
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    The article compares AMD and Broadcom as semiconductor investments for 2026. AMD shows strong growth with 34% revenue increase and expanding AI chip demand, while Broadcom demonstrates superior profitability with 36.2% net margins and diversified revenue streams. Despite AMD's higher growth expectations, Broadcom is recommended as the better buy due to its lower valuation multiples (30.4x forward P/E vs. 83.1x), stronger free cash flow ($26.9B vs. $6.7B), and more established market position with major tech clients.

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