Do the Math. If you spend billions on accelerators. You want the best thing on the market! Imagine spending 40k on a Nvidia Blackwell when you can go to AVGO and get a custom silicon chip made for multiple generations at 50% more memory! You get more performance for your money! More memory bandwith means better performance! Also it's most likely not as priced as high as NVIDIA! This is just crazy. AVGO pretty much said we can compete with NVIDIA but keep it lowkey. Nobody coming with headlines regarding the event and stock just keeps going up. People are just finding out on their own. As Al models continue to grow in size and complexity, having more HBM stacks future-proofs the accelerator architecture. $Broadcom(AVGO)$
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