Broadcom (AVGO) just gave Wall Street a glimpse of the future of AI; and it doesn’t belong to Nvidia (NVDA) alone.
In its latest earnings report, the company stunned investors with a $10-billion bombshell: a secret hyperscale customer is ditching off-the-shelf GPUs and ordering custom-built AI chips (XPUs) instead.
That single disclosure marks the start of a tectonic shift in AI computing – away from Nvidia’s GPUs and into a new class of purpose-built accelerators.
We think this is the moment the AI boom enters its next act. Here’s why…
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