AVGO vs MRVL: Broadcom and Marvell Technology as AI Stocks
Broadcom (AVGO) and Marvell Technology (MRVL) are both tracked in the Supercycle AI universe. AVGO is the larger company at $1.69T versus $234.47B, and MRVL carries the higher AI Exposure Score (80 vs 78, Core tier), meaning its business depends more directly on AI demand.
Market data as of the close on . Prices are end of day, not live.
Side by side
| Metric | AVGO | MRVL |
|---|---|---|
| Price | $354.99 | $260.90 |
| Market cap | $1.69T | $234.47B |
| 24h change | -2.62% | -0.56% |
| 7d change | +4.75% | +13.58% |
| 1y change | +5.40% | +226.45% |
| P/E ratio | 45.3 | 86.4 |
| AI Exposure Score | 78 (Core) | 80 (Core) |
| Sector | Technology | Technology |
| Buildout layers | SemiconductorsCloud & Hyperscalers | SemiconductorsCloud & Hyperscalers |
AVGO's role in the buildout
Broadcom sits in the Semiconductors layer of the buildout with deep ties into Cloud & Hyperscalers. Its custom AI accelerators give hyperscalers an alternative to off-the-shelf GPUs, and its Tomahawk and Jericho switch silicon carries the traffic between GPU clusters. AI semiconductors are the dominant growth engine, with legacy chip and software businesses providing a stable base, which earns it an AI Exposure Score of 78 out of 100.
MRVL's role in the buildout
Marvell sits deep in the Semiconductors and Cloud & Hyperscalers layers. It wins twice in the buildout: designing custom AI accelerators for hyperscalers who want silicon tuned to their own workloads, and selling the optical interconnect chips that stitch AI data centers together. AI silicon has become the majority of its data center revenue and the entire growth thesis, offsetting softer legacy markets. Supercycle scores it 80 out of 100.
Both stocks sit in Semiconductors, Cloud & Hyperscalers, so they compete for the same slice of AI spending.
Frequently asked questions
Is AVGO or MRVL the bigger company?
Broadcom is bigger: $1.69T versus $234.47B by market cap, as of the latest end-of-day data.
Which has more AI exposure, AVGO or MRVL?
Marvell Technology does: its AI Exposure Score is 80 (Core tier) versus 78 (Core). The score measures how much of the business depends on AI, not which stock is the better investment.
Related comparisons
Build your own comparison of any tracked stocks with the compare tool, or see how the layers fit together in the Start Here guide. Nothing here is investment advice; see the disclaimer.