For my view: GPUs + ASICs will

For my view: GPUs + ASICs will coexist
I don't think ASICs will replace GPUs completely.
NVIDIA: Best for flexible, fast-changing AI workloads.
Broadcom: Strong position in custom AI chips + networking. This is a major advantage.
Marvell: Custom-chip opportunity is growing, but it is smaller and faces stronger competition.
The key point is: ASICs winning 54–55% of units does NOT mean they take 54–55% of revenue. GPUs can still generate much higher revenue per chip.
If I had to choose one:
AVGO would be my choice for the custom-AI trend.
Why? It can benefit from custom ASICs + networking, instead of depending on only one type of AI chip.
Bottom line:
NVDA = GPU leader
AVGO = custom AI + networking
MRVL = smaller custom-chip player
I see NVDA and AVGO as complementary, not necessarily enemies.

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This is a major advantage.\n \n Marvell: Custom-chip opportunity is growing, but it is smaller and faces stronger competition.\n \n The key point is: ASICs winning 54–55% of units does NOT mean they take 54–55% of revenue. GPUs can still generate much higher revenue per chip.\n \n If I had to choose one:\n \n AVGO would be my choice for the custom-AI trend.\n \n Why? It can benefit from custom ASICs + networking, instead of depending on only one type of AI chip.\n \n Bottom line:\n \n NVDA = GPU leader\n \n AVGO = custom AI + networking\n \n MRVL = smaller custom-chip player\n \n I see NVDA and AVGO as complementary, not necessarily enemies.</body></html>","htmlText":"<html><head></head><body>For my view: GPUs + ASICs will coexist \n \n I don't think ASICs will replace GPUs completely.\n \n NVIDIA: Best for flexible, fast-changing AI workloads.\n \n Broadcom: Strong position in custom AI chips + networking. This is a major advantage.\n \n Marvell: Custom-chip opportunity is growing, but it is smaller and faces stronger competition.\n \n The key point is: ASICs winning 54–55% of units does NOT mean they take 54–55% of revenue. GPUs can still generate much higher revenue per chip.\n \n If I had to choose one:\n \n AVGO would be my choice for the custom-AI trend.\n \n Why? It can benefit from custom ASICs + networking, instead of depending on only one type of AI chip.\n \n Bottom line:\n \n NVDA = GPU leader\n \n AVGO = custom AI + networking\n \n MRVL = smaller custom-chip player\n \n I see NVDA and AVGO as complementary, not necessarily enemies.</body></html>","text":"For my view: GPUs + ASICs will coexist I don't think ASICs will replace GPUs completely. NVIDIA: Best for flexible, fast-changing AI workloads. Broadcom: Strong position in custom AI chips + networking. This is a major advantage. Marvell: Custom-chip opportunity is growing, but it is smaller and faces stronger competition. The key point is: ASICs winning 54–55% of units does NOT mean they take 54–55% of revenue. GPUs can still generate much higher revenue per chip. If I had to choose one: AVGO would be my choice for the custom-AI trend. Why? It can benefit from custom ASICs + networking, instead of depending on only one type of AI chip. Bottom line: NVDA = GPU leader AVGO = custom AI + networking MRVL = smaller custom-chip player I see NVDA and AVGO as complementary, not necessarily enemies.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/610163983971056","repostId":0,"isVote":1,"tweetType":1,"viewCount":21,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":666,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/610163983971056"}