Nvidia is rolling out Blackwell, its next-generation AI chip architecture. Meanwhile, Broadcom is chasing what could be a $90 billion opportunity by 2027.

Some on Wall Street see artificial intelligence-driven demand poised to push sales of Broadcom's chips to fresh highs, powering its stock higher in 2025. But others are more cautious—in the near term,

One analyst noted that the type of AI chip Broadcom makes could pick up market share relative to “costly” graphics processing units.

BEIJING - China’s top-performing stock of 2024 is expected to see additional tailwinds into next year from the nation’s drive for greater self-sufficiency in artificial intelligence (AI). Shares of AI chip designer Cambricon Technologies have climbed 383 per cent in 2024,