Broadcom Is 'Uncle Sam Of AI,' Says Futurum Equities As It Lists 15 Non-Mag7 AI Disruptors

Futurum Equities, successful its latest AI Fifteen report, identified the captious factors that volition specify the AI economy. These see the power of computing, data, deployment, and security. The firm’s database features companies that are not portion of the Mag 7 but are disrupting the AI system successful assorted layers.

Broadcom Inc. (NASDAQ:AVGO), which Futurum Equities describes arsenic the “Uncle Sam of AI,” is starring the list. Despite a volatile net reaction, Broadcom remains astatine the top, with AI spot gross accelerating to $6.5 cardinal this quarter, with guidance of $8.2 cardinal adjacent 4th (~100% YoY growth).

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Backlog crossed XPUs, switches, optics, and racks exceeds $73 cardinal implicit six quarters. XPUs present make astir two-thirds of AI semiconductor revenue, a 4th hyperscaler is successful production, and system-level maturation drives gross crossed racks, networking, and VMware workloads. Margins compress arsenic afloat systems income rise, but implicit gross nett grows with web scaling, stated Futurum Equities.

The institution is reportedly charging for large-scale inference crossed hardware, networking, and software, not conscionable arsenic a supplier but besides “as the toll collector” for the full AI stack. Futurum Equities calls Broadcom arsenic “the glue” holding the AI infrastructure together.

Taiwan Semiconductor Manufacturing (NYSE:TSM) grabbed the fig 2 spot successful the list. Futurum called it the “irreplaceable foundation” of the AI proviso concatenation and stated that if Nvidia (NASDAQ:NVDA) is the encephalon of AI, TSMC is the beating heart, presently operating stronger and faster than expected.

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Palantir Technologies (NASDAQ:PLTR), ASML Holding NV (NASDAQ:ASML) and Micron Technology (NASDAQ:MU) are the 3 different companies successful Futurum’s apical 5 list.

The different stocks connected the database are:

• Astera Labs (NASDAQ:ALAB)

• Advanced Micro Devices (NASDAQ:AMD)

• Cloudflare Inc. (NYSE:NET)

• CrowdStrike Holdings (NASDAQ:CRWD)

• Palo Alto Networks (NASDAQ:PANW)

• Nebius Group N.V (NASDAQ:NBIS)

• ServiceNow (NYSE:NOW)

• Amkor Technology (NASDAQ:AMKR)

• Pure Storage (NYSE:PSTG)

• Intel Corporation (NASDAQ:INTC)

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Broadcom’s pb successful customized AI chips has been highlighted by analysts arsenic a cardinal origin successful its AI dominance. JPMorgan’s analyst, Harlan Sur, pointed retired that Broadcom’s agelong pb successful customized AI chips is accelerating its AI Application-Specific Integrated Circuit (ASIC) outlook into fiscal 2026 and fiscal 2027, with Google (NASDAQ:GOOG) (NASDAQ:GOOGL) arsenic the cardinal driver.