$博通(AVGO)$ Clearly, you have no idea what you're talking about. Do you really think OpenAI would approach AVGO to make custom chips if they didn't have the capability to catch up? AVGO also counts Meta and Google, two other major Nvidia customers, among its clients. These companies are increasingly focusing on custom chips instead of buying off-the-shelf GPUs from Nvidia. There's a reason why Citi released a report stating that AVGO is catching up and becoming a rival. They are literally taking business away from Nvidia as we speak.
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