Broadcom today
- 52-week range
- $ 128.50
▼
$ 251.88
- Dividend yield
- 1.03%
- P/e ratio.
- 187.76
- Value is valuable
- $ 229.48
About the last three weeks, the markets have been raising. S&P 500 closed a little less than $ 5900 on May 14, which is about 4% lower than in the maximum that he reached in February. Like shifts of market moods, Broadcom NASDAQ: AVGOThe leading semiconductor became the best beneficiary. Despite the fact that at some moment in 2025 it decreased by almost 38%, Broadcom is now a little green This year with the closure of May 14.
Announcement about Trade transaction between the United States and China Increased the action. Promotions jumped by almost 12% Within two days after the announcement. Nevertheless, there were other very positive recent news for Broadcom that a trading transaction can overshadow somewhat.
The most noticeable is that President Trump finishes the “rule of the spread of artificial intelligence” of the Biden era. ” Its end can significantly Benefit Companies, such as BroadcomThe field so what exactly was Rule of Diffusion of AIAnd what does his cancellation mean for Broadcom?
Understanding the end of the diffusion of AI, NVIDIA and AMD see immediate benefits
The purpose of the propagation of AI was to give the US government extensive control over what countries can and cannot access the advanced AI chips made by American firmsField in particular, it controls the chips used for train Advanced AI models.
The rule classified countries at three different levels. Countries of the 1st level Included many of the closest allies of America. These countries do not face restrictions. Countries of the 2nd level Turn on most other countries. India, Israel, Singapore, Switzerland, Mexico, Saudi Arabia and the United Arab Emirates (UAE) were noticeable inclusions.
These countries were limited in the number of chips that they could buy. Countries of 3 levelsWhich include opponents, such as China and Russia, it was not allowed to buy any advanced chips.
In fact, the government tried to specifically prevent China and Russia to get these chips in order to slow down the progress of their capabilities of AI. WITH The end of the diffusion of AIThis is unlikely to change. However, how the United States relate to these countries of the 2nd level changes. Nvidia NASDAQ: NVDA The announcement that he will sell 18,000 of his most advanced chips in Saudi Arabia on the same day that the government excluded the rule of diffusion of artificial intelligence indicates this.
Advanced micro -devices NASDAQ: AMD He also announced a huge partnership with AI in the country.
In general, the end of artificial intelligence diffusion means that chips companies with Significant AI capabilities Now there is a much greater opportunity to sell your most advanced technologies in these countries of the 2nd level. Many of these countries are extremely rich, adding to The size of the opportunityThis field applies to Broadcom, but a little differently than Nvidia and AMD.
The end of the diffusion of AI: Broadcom is waiting for the turn to earn
Broadcom user chips are largely used to withdraw artificial intelligence models, and not for teaching artificial intelligence. Training goes to the conclusion. For countries such as Saudi Arabia, this means that they need time to Train their models with nvidia chips and AMDThe field after this Broadcom chips can really change the situation.
Broadcom shares forecast today
$ 229.48
0.18% growthModerate purchase
Based on 28 analysts ratings
| The current price | $ 229.08 |
|---|---|
| High forecast | $ 300.00 |
| Average forecast | $ 229.48 |
| Low forecast | $ 170.00 |
Details of Broadcom Promotion Forecast
Thus, the fact that NVIDIA and AMD conclude transactions Opens the door for Broadcom for the sale of large chips In countries of the 2nd level in the future. How much time it can take, but, nevertheless, a great opportunity now exists for Broadcom.
The advantage of Broadcom is, although the company has not expressed concern about the spread of artificial intelligence, at least with a certain set of customers. IN The last call of the company’s incomeIN Research Analyst Bernstein Staisi Zavgon I asked about it specially.
Rasgon asked if the diffusion of AI in the victories of Boadcom Design will affect or supplies for three large clients of AI, which the company sells in volume.
In response, the chief executive director of Broadcom (General Director) Chrome tan He said: “To answer your question directly, no, we have no problem.” This emphasizes the attention of Broadcom on output chipsWhich diffusion of artificial intelligence did not directly show. Nevertheless, they were indirectly influenced, because training is going to the conclusion. Thus, with the end of AI diffusion, a positive effect on Broadcom is from expanding its working market.
The end of the diffusion of AI is added by another windcom wind
For the reasons discussed above, Broadcom can win big from the end of artificial artistic artificial artThe field of his chips now have a strong way forward to get into the hands of some of these huge countries of the 2nd level. But cashing will probably take time.
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