Bank of America says Broadcom could be the next trillion-dollar company—but rival Nvidia ...

Summary

The article discusses how the semiconductor sector, particularly Nvidia and Broadcom, is booming due to the AI revolution, highlighting Nvidia's dominance and Broadcom's growing market presence. The key concept 'Semiconductors' links to the detailed performance metrics and strategic challenges of these companies. Tags align with discussed companies and technologies like Nvidia, Broadcom, and CUDA.