Broadcom vs Marvell

Broadcom is the materially stronger business for the next five to ten years. Broadcom carries a 31.4bn dollar software annuity at 94% gross margin behind an AI franchise almost six times Marvell's entire data-centre business, while Marvell carries 2.3bn dollars of declining communications revenue behind an 81%-data-center business it is paying its largest customer 6.4% of its equity to expand.