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A funny, or at least fascinating, thing happened to acquisitive Broadcom on its way to seemingly becoming a sprawling, technology-heavy conglomerate. It became a well-focused powerhouse.

Specifically, it became an AI winner. I can’t say AI accounts for a majority of AVGO’s results. But this area has turned into the company's major growth engine.

It’s not just products. It’s also about how company offerings work together to make the whole more than the sum of its parts. It’s like how CUDA enhanced Nvidia’s GPUs.

Like Nvidia, AVGO sells chips and a whole lot more. AVGO’s “more” is a combination of things that makes AVGO a big-time AI enabler: customization and networking.

AVGO is smaller than NVDA.…