AI GPU drives ASIC opportunities amid Broadcom, Marvell rivalry

Digitimes
By Levi LiJan 20, 2025, 8:16 pm173 pts
The explosive growth of ChatGPT has triggered unprecedented demand for artificial intelligence (AI) computing power, leading to industry-wide supply constraints. While Nvidia maintains its stronghold as the premier AI GPU provider, major cloud service providers (CSPs) like Google, Amazon, and Microsoft are…

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