Diversifying out of NVDA position & putting ~10 to 20% into AVGO and MRVL?

With NVDA close to its 52 week high, I'd like to move some money out of NVDA and purchase competitor stock. Trying to figure out the ratio of 1K to 2K worth of NVDA in a 10K NVDA position to invest in AVGO + MRVL for the custom ASIC chip play. Maybe 70/30 AVGO + MRVL? Or just go 100% into AVGO and avoid MRVL? NVDA has been at a 52 week high. And while Vera Rubin is hot right now I can't imagine NVDA is going to be dominant forever; especially having 5T market cap while AVGO has around 1.8T market cat.

Heterogenous computing seems to be the future with chips customized for particular workloads. I imagine the nature of workloads will change over time so there needs to be flexibility. Jensen is pumping MRVL for "XPU" chips that plug into NVDA's architecture, but maybe just because NVDA invested 2 billion into MRVL. AVGO seems to be the more plausible competitor since they do chip design for most of the hyperscalers.

I'm kinda confused about purchasing MRVL, since they currently seem to do photonics interconnect stuff right now vs. the % of XPUs they do. CBRS mostly avoids the issue of the need for photonic interconnects except between dinner plate sized wafers. Photonics seem like a "band-aid" for the practice of splitting each wafer into 50+ chips; some sort of Bridge Technology unless they can do compute with photons.