Broadcom is riding the AI infrastructure wave, with analysts bullish on its custom silicon and chip-on-wafer tech. Hyperscalers are snapping up memory and locking in supply, betting big on data center growth. But with valuations soaring and rivals like Nvidia and AMD in the mix, is this AI chip boom sustainable or are we heading for margin pressure and a shakeout? Where do you see the next disruption? #Tech #AIChips #Broadcom