Jim Cramer says one AI giant holds key to market’s next move
- Jul 12
- 1 min read
THE STREET — Cramer’s logic is rooted in what Broadcom actually does and who its customers are. Broadcom designs custom artificial intelligence (AI) accelerators for Google, Meta, and, most recently, OpenAI.
It produces the networking chips that connect GPU clusters inside hyperscale data centers. Its components are hard to source, in persistent supply constraint, and embedded so deeply in customer roadmaps that switching costs are prohibitive.
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