Broadcom is a top holding: it builds custom AI chips for Google, Meta and Anthropic and competes with Nvidia. AI chip revenue was $16.7 billion last quarter, up 221% year over year, with about $115 billion expected next fiscal year, $230 billion the year after, and Anthropic on track to become a top customer by 2027.

with other great companies such as Broadcom, Micron, AMD, Palantir and Lam Research, all in the top ten .

That's why Broadcom and Google rank so high on my list.

But while Google mostly builds custom chips for itself, Broadcom builds them for everyone, including Google, Meta, OpenAI and Anthropic.

This makes Broadcom one of Nvidia's biggest direct competitors. Broadcom's revenue from artificial intelligence chips reached $16.7 billion last quarter , a staggering 221 % year-over-year increase.

They expect to generate about $115 billion in revenue from artificial intelligence chips in the next fiscal year, and $230 billion the year after that. Broadcom also says that Anthropic is on track to become one of its biggest custom chip customers by 2027.

So, whether the market shifts towards Nvidia's GPUs, Google's Tensor Processors, or Broadcom's custom chips, I'm a winner because I own all three.

Broadcom's revenue in the field of artificial intelligence continues to grow by more than 200% year-on-year.