In its fiscal fourth quarter performance, semiconductor manufacturer Broadcom (AVGO) forecasts booming AI demand in the year to come and beyond. Bernstein Managing Director and Senior Analyst Stacy Rasgon sits down with The Morning Brief's Seana Smith and Brad Smith to talk more about Broadcom's earnings print, the artificial intelligence landscape at large, and what this could even mean for competitor Nvidia (NVDA).

"Over the longer term, they really gave people a reason to dream, right? So they were talking about... over the next, say, 3 or 4 years... they have three primary hyperscaler customers today that they sell AI chips to. And they pointed like sort of visions of a very large opportunity. They said sort of $60 to $90 billion potential opportunity over that time frame just with those three guys," Ragson says to Yahoo Finance.

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This post was written by Luke Carberry Mogan.