Currently, Broadcom's market value is as high as 1.03 trillion US dollars, second only to Nvidia's 3.29 trillion US dollars among semiconductor chip companies. The market's attention to Broadcom and ASIC has even overshadowed Nvidia's Blackwell, which is about to be massproduced and shipped.
Has the resistance of downstream technology giants against Nvidia finally reached its climax? What implications does this have for the domestic AI industry?
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After the market closed last Thursday, Broadcom released its australia phone number list fourth quarter and fullyear financial results. In addition to the overall growth of various revenue indicators, the biggest highlight is that in , US$12.2 billion of the semiconductor business revenue will come from AI revenue, a yearonyear increase of 220%. The 2fold increase is mainly due to the leading artificial intelligence chip XPU and Ethernet network product portfolio.
At the same time, Broadcom also revealed that it is currently developing AI chips with three very large customers, and it is expected that the market size of the company's AI chips will be US$15 billion to US$20 billion next year.
Now the market is gradually realizing that large cloud service providers have strong demand for Broadcom's customized artificial intelligence chips and network equipment, which is beginning to pose a threat to Nvidia, which has always dominated the AI acceleration chip market.