Broadcom Inc. stands out as a low-risk, high-growth AI hardware play amid sector-wide concerns over debt-funded expansion by neoclouds like CoreWeave. AVGO's internally funded CapEx and robust free cash flow margins (41–46%) contrast sharply with CoreWeave's heavily negative free cash flow and debt reliance. Strategic pivots into custom silicon and major supply deals with Alphabet and OpenAI underpin AVGO's strong AI-driven revenue growth.
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