Reported 1 day ago
Broadcom's recent earnings report highlights a significant surge in demand for its custom AI chips, showcasing a growing competition in the AI semiconductor market, particularly as cloud companies develop in-house solutions. While Nvidia remains the dominant player in AI GPUs, the increasing traction of Broadcom's application-specific integrated circuits (ASICs) suggests a potential shift in demand dynamics. However, analysts believe Nvidia's overall market for AI GPUs will continue to grow substantially, indicating investors may not need to worry just yet.
Source: YAHOO