He believes these customers—including OpenAI—are aiming to build massive AI clusters of "1 million XPU" units, which would place Broadcom at the heart of the AI buildout. Nvidia Corp NVDA may dominate AI headlines, but JPMorgan's Harlan Sur thinks Broadcom Inc AVGO deserves more credit for building the infrastructure that makes artificial intelligence work. From cutting-edge XPUs to networking muscle and enterprise software, Broadcom is the "#2 global AI semiconductor supplier" and the top name in custom AS ...