NVIDIA Moves Deeper Into Broadcom Territory — Without Building The Chip
NVIDIA expands into custom AI chips with NVHBM, posing a threat to Broadcom’s position, says Counterpoint analyst.
NVIDIA is making a new kind of chip that does similar work to what Broadcom sells, which means NVIDIA is competing in more areas now. When a big company expands what it sells, watch if customers still need the other company's products or switch.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.
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