Broadcom May Become The Biggest Counterbalance To Nvidia
… The rumors are that AI custom ASIC customer 4 is ByteDance and customer 4 is Apple. …
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The $2 Billion Nvidia Deal With Marvell Is About A Lot More Than NVLink Fusion
… The rumor is that ByteDance and Apple are two other big XPU customers, and there is now a sixth, with OpenAI using Broadcom to shepherd its “Titan” XPU to market. …
Riding The Memory Boom And Trying To Avoid The Bust
… But it could be Broadcom, which needs to secure HBM capacity for the homegrown accelerators being crafted by Google, Anthropic, Meta Platforms, ByteDance, and Apple. …