Nvidia Started the AI Boom. These 2 Stocks Could Power the Next Phase.

As major tech companies design custom AI chips to reduce costs, Broadcom and Marvell are positioned to lead the next phase of AI infrastructure investment. These two companies control roughly 95% of the custom AI ASIC co-design market, with custom chips projected to account for 27.8% of the AI server compute market by 2026, growing at triple the rate of merchant GPUs.