The latest quarterly results from Broadcom , due after the market close Thursday, are expected to help signal where the artificial intelligence trade is headed. A look at Wall Street's estimates for the three months ended Oct. 31 suggest strong momentum for Broadcom's custom chips business, which has attracted several hyperscalers looking for alternatives to Nvidia's AI chips. Shares of Broadcom have jumped in recent weeks on news of potential partnerships and enthusiasm around its application-specific integrated circuits, or ASICs, business, a growing market in AI chips. The Information reported earlier this week that Microsoft could be looking to partner with Broadcom for its custom chips business and move away from Marvell Technology , for example. A recent note from Benchmark suggested

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