Wall Street's AI trade may be expanding beyond graphics processors, with investor Gary Black arguing that custom chipmakers Broadcom, Inc. (NASDAQ:AVGO) and Marvell Technology (NASDAQ:MRVL) are emerging as some of the biggest beneficiaries of rising demand for specialized AI infrastructure. Gary Black Says Wall Street Is Rewarding Custom AI Chip Leaders On Tuesday, Black said Broadcom and Marvell "seem to be the big winners in Wall Street's new appreciation for custom AI chips," pointing to grow