Broadcom's $6 Billion AI Quarter Carries A Risk Nvidia Bulls Don't Worry About

Broadcom Inc (NASDAQ:AVGO) may have delivered strong AI revenue growth that grabbed headlines, but a deeper look at how that growth is structured highlights a risk that's less of a concern for Nvidia Corp (NASDAQ:NVDA) — concentration of demand and future margin pressures tied to its custom silicon business.Track AVGO stock here.Broadcom’s AI Revenue Growing Fast But With Margin PressureBroadcom's AI-related revenue has been expanding rapidly. In its third-quarter earnings, the company reported roughly $6.5 ...