Broadcom Inc
AVGO: XNAS (USA)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| WnV | LOCK|&BN | LOCK|D%%XJV? |
Broadcom: Jalapeno Adds Bullish Spice to Our Conviction in This Top Pick
OpenAI and Broadcom publicly announced OpenAI's new custom AI compute chip, dubbed Jalapeno. This follows a public partnership announcement in the fall of 2025, in which the firms agreed to collaborate on 10 gigawatts of AI compute capacity between 2026 and 2029.
