Nvidia, AMD, Broadcom may have more revenue upside amid AI boom: JP Morgan (NVDA:NASDAQ)

Core Insights - Nvidia, AMD, and Broadcom are expected to experience greater revenue growth than previously anticipated due to a surge in artificial intelligence-related deals, according to J.P. Morgan [2]. Company Summaries - Nvidia (NASDAQ: NVDA) is positioned to benefit significantly from the increasing demand for AI technologies, which is reflected in the upward revision of revenue forecasts [2]. - AMD (NASDAQ: AMD) is also likely to see a positive impact on its revenue from the recent AI-related agreements, indicating strong market potential [2]. - Broadcom (NASDAQ: AVGO) is expected to experience similar revenue growth, driven by the ongoing trend of AI investments [2].