Nvidia's dominance in AI is facing a challenge from Broadcom, which is shipping custom XPUs to six hyperscalers at half the cost of GPUs.
Broadcom's AI semiconductor revenue surged 221% to $16.7B last quarter, with Hock Tan targeting roughly $230B in fiscal 2028 AI revenue.
Nvidia's near-zero dividend and $5.3T valuation contrast with Broadcom's 15 consecutive annual dividend increases and $1.66T market cap.
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