If Anthropic ever goes public or raises at a $1T valuation, we could see serious capital flowing into compute infrastructure. The thing is, a lot of that spending might start moving off GPUs and onto custom silicon.
That's where $Broadcom(AVGO)$ sits quietly in the background. They're not flashy, but any shift toward specialized AI chips hits them directly. The next wave of AI buildout could be a significant tailwind that not many are talking about yet. It's worth keeping an eye on.
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