Broadcom Watchlist

Broadcom: Meta plans to increase the use of custom AI chips! Enhancing cost efficiency and reducing dependence on NVIDIA!

J. Meyer
Reading Time: 2 minutes

Broadcom CEO Hock Tan has recently expressed great optimism for the coming years. The investment plans in AI infrastructure create a revenue potential of 60 to 90 billion USD. Hyperscalers are building increasingly larger clusters and starting to reduce their dependence on NVIDIA by developing customized chips designed for specific AI workloads. Custom chips for particular tasks offer higher performance and energy efficiency, making them increasingly popular and thereby widening Broadcom's role as a partner. Use cases include neural network training...

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