Broadcom: Beneficiary of Affordable AI – Meta Increases Demand for Specialized Chips

Despite the stock decline following the DeepSeek breakthrough, Broadcom remains well-positioned – Meta is expanding its use of Broadcom chips in 2025, which could provide new growth impulses. DeepSeek calls into question the AI game rules, but Broadcom's custom chips could even benefit in the long run. Broadcom experienced a stock decline after the Chinese company DeepSeek released an AI model that was trained with significantly fewer GPUs and reportedly exhibits higher efficiency than US models. This challenges the previous assumption...