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TechRadar

Wayne Williams

Nvidia's biggest customers are lining up to take it down using ASICs and Broadcom could be the winner of that battle

Broadcom Nvidia OpenAI Google ByteDance Meta Hock Tan

Broadcom.

OpenAI (probably) joins Google, Meta and ByteDance in Broadcom’s custom ASIC partnership
Broadcom secures $10 billion AI rack orders as Nvidia faces new rivals
Nvidia’s largest customers pursue in-house chips with Broadcom guiding the transition

As we’ve reported more than a new times in the past, the AI hardware market is changing, with some of Nvidia’s biggest customers looking for ways to cut costs and gain more control over their systems.

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