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“Hyperscalers in-sourcing AI chips routes through Broadcom's ASIC co-design, lifting its AI revenue and re-rating the stock.”
@Semi Doped
Hyperscalers in-sourcing AI chips routes through Broadcom's ASIC co-design, lifting its AI revenue and re-rating the stock.
AVGOLONG@ $387.29
$380.31-1.80%
since call Jun 13
peak +3.9%
“Texas Instruments did not win the Calculator Wars by building a nicer gadget. It won by turning its own supply chain into a weapon.”
@Semi Doped
Nvidia integrating downward into full systems repeats TI's playbook, owning the AI hardware stack
NVDALONG@ $203.17
$199.42-1.85%
since call Jun 13
peak +4.3%
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