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Nvidia vs. Broadcom? The Battle for AI King Won’t Be Close

No Contest. Hi everyone. Everyone wants to beat Nvidia. Severalmediaoutletsrecently espoused the narrative that the AI chip king would soon face tougher competition as large technology companies get h

Nvidia vs. Broadcom? The Battle for AI King Won’t Be Close

# Nvidia vs. Broadcom: Battle for AI King

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Broadcom's CEO, Hock Tan, expressed optimism about the AI chip market, projecting a massive opportunity in the coming years. This announcement caused Broadcom's stock to surge and Nvidia's stock to fall. The article also mentions other stocks that made significant moves, such as Tesla, Honda, Nissan, Micron, Jabil, Worthington, and Netgear. However, the focus of the article is on the competition between Nvidia and Broadcom in the AI chip market."}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>AMD will be the eventual king of AI</p></body></html>","htmlText":"<html><head></head><body><p>AMD will be the eventual king of AI</p></body></html>","text":"AMD will be the eventual king of AI","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/383394885976104","repostId":2492215730,"repostType":4,"repost":{"id":"2492215730","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1734596400,"share":"https://www.laohu8.com/m/news/2492215730?lang=&edition=full","pubTime":"2024-12-19 16:20","market":"us","language":"en","title":"Nvidia vs. Broadcom? The Battle for AI King Won’t Be Close","url":"https://stock-news.laohu8.com/highlight/detail?id=2492215730","media":"Dow Jones","summary":"No Contest. Hi everyone. Everyone wants to beat Nvidia. Severalmediaoutletsrecently espoused the narrative that the AI chip king would soon face tougher competition as large technology companies get h","content":"<html><head></head><body><p style=\"text-align: start;\"><strong>No Contest</strong>. Hi everyone. Everyone wants to beat Nvidia. Severalmedia outletsrecently espoused the narrative that the AI chip king would soon face tougher competition as large technology companies get help from Broadcom and Marvell to make better custom AI chips.</p><p>Last week, Broadcom shares surged 24% a day after CEO Hock Tan painted an extremely positive picture for the AI chip market, saying the opportunity would be “massive” over the next few years.</p><p>Tan said on the company’s earnings call with investors that the AI chip market opportunity for Broadcom’s top three major technology customers would range from $60 billion to $90 billion in fiscal 2027, up from $15 billion to $20 billion in fiscal 2024. He added that Broadcom would gain its “fair share.”</p><p>Nvidia stock has fallen since Broadcom’s results. Perhaps, some investors are extrapolating from Tan’s remarks that Broadcom could become a viable alternative to Nvidia.</p><p>How serious is the custom AI chip threat to Nvidia? I would say not very.</p><p style=\"text-align: start;\">First, Tan’s positive outlook should be parsed and put in context. Broadcom’s actual financial results and current quarter revenue guidance were roughly in line with expectations. The forecast is also three years away and doesn’t mean the company will win a significant share of the market. The further out you go, the harder markets are to predict.</p><p style=\"text-align: start;\">Second, custom AI chip competition from Big Tech isn’t a new story. Amazon Web Services launched its own AI chip in 2019, and Alphabet’s Google introduced its AI accelerator back in 2015. Both technology giants launched several successor versions, but Nvidia still wins nearly all of the AI chip business.</p><p style=\"text-align: start;\">There are foundational reasons for this. Nvidia has the best, most mature technology stack. Its hardware, software, and networking solutions have been optimized with over a decade of fixes.</p><p style=\"text-align: start;\">When I talk to AI startup founders or corporate technology officers, they all explain why they build their businesses on the Nvidia platform. Porting AI software to other chip infrastructure is never a seamless transition, they tell me. There are always problems and bugs. It’s not worth the risk to save a little money when Nvidia consistently releases vastly more powerful AI GPUs.</p><p style=\"text-align: start;\">Using Big Tech has other issues, as well. If companies choose to build on top of Amazon’s or Google’s offerings, they’re locked into one cloud computing vendor and face the risk future chips may be shuttered. Nvidia has the best track record for backward compatibility, meaning large investments in software aren’t lost when Nvidia launches faster products in the future.</p><p style=\"text-align: start;\">Of course, all this assumes Nvidia continues to innovate and offer the best performance. There are no guarantees, but thus far, the company hasn’t faltered. Instead, it accelerated the pace of innovation late last year, going from a two-year product release cadence to an annual one.</p><p style=\"text-align: start;\">Earlier this month, a Bloomberg News anchor asked Amazon Web Services CEO Matt Garman if Nvidia had 95% AI market share. “I think it’s probably even higher than that,” he replied with a laugh. That’s roughly five years after AWS entered the market.</p><p style=\"text-align: start;\">On Tuesday, Morgan Stanley’s technology team was slightly more generous, estimating the custom AI chip share of the market would rise from 11% this year to just 15% in 2030 with the balance going to AI GPUs, aka Nvidia’s wheel house. It suggests Nvidia will continue to dominate the surging AI chip market through the end of the decade.</p><p style=\"text-align: start;\">History shows that going with the industry standard, Nvidia, is the safer bet for technology buyers. Investors should take note, too.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia vs. Broadcom? The Battle for AI King Won’t Be Close</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia vs. Broadcom? The Battle for AI King Won’t Be Close\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-12-19 16:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><strong>No Contest</strong>. Hi everyone. Everyone wants to beat Nvidia. Severalmedia outletsrecently espoused the narrative that the AI chip king would soon face tougher competition as large technology companies get help from Broadcom and Marvell to make better custom AI chips.</p><p>Last week, Broadcom shares surged 24% a day after CEO Hock Tan painted an extremely positive picture for the AI chip market, saying the opportunity would be “massive” over the next few years.</p><p>Tan said on the company’s earnings call with investors that the AI chip market opportunity for Broadcom’s top three major technology customers would range from $60 billion to $90 billion in fiscal 2027, up from $15 billion to $20 billion in fiscal 2024. He added that Broadcom would gain its “fair share.”</p><p>Nvidia stock has fallen since Broadcom’s results. Perhaps, some investors are extrapolating from Tan’s remarks that Broadcom could become a viable alternative to Nvidia.</p><p>How serious is the custom AI chip threat to Nvidia? I would say not very.</p><p style=\"text-align: start;\">First, Tan’s positive outlook should be parsed and put in context. Broadcom’s actual financial results and current quarter revenue guidance were roughly in line with expectations. The forecast is also three years away and doesn’t mean the company will win a significant share of the market. The further out you go, the harder markets are to predict.</p><p style=\"text-align: start;\">Second, custom AI chip competition from Big Tech isn’t a new story. Amazon Web Services launched its own AI chip in 2019, and Alphabet’s Google introduced its AI accelerator back in 2015. Both technology giants launched several successor versions, but Nvidia still wins nearly all of the AI chip business.</p><p style=\"text-align: start;\">There are foundational reasons for this. Nvidia has the best, most mature technology stack. Its hardware, software, and networking solutions have been optimized with over a decade of fixes.</p><p style=\"text-align: start;\">When I talk to AI startup founders or corporate technology officers, they all explain why they build their businesses on the Nvidia platform. Porting AI software to other chip infrastructure is never a seamless transition, they tell me. There are always problems and bugs. It’s not worth the risk to save a little money when Nvidia consistently releases vastly more powerful AI GPUs.</p><p style=\"text-align: start;\">Using Big Tech has other issues, as well. If companies choose to build on top of Amazon’s or Google’s offerings, they’re locked into one cloud computing vendor and face the risk future chips may be shuttered. Nvidia has the best track record for backward compatibility, meaning large investments in software aren’t lost when Nvidia launches faster products in the future.</p><p style=\"text-align: start;\">Of course, all this assumes Nvidia continues to innovate and offer the best performance. There are no guarantees, but thus far, the company hasn’t faltered. Instead, it accelerated the pace of innovation late last year, going from a two-year product release cadence to an annual one.</p><p style=\"text-align: start;\">Earlier this month, a Bloomberg News anchor asked Amazon Web Services CEO Matt Garman if Nvidia had 95% AI market share. “I think it’s probably even higher than that,” he replied with a laugh. That’s roughly five years after AWS entered the market.</p><p style=\"text-align: start;\">On Tuesday, Morgan Stanley’s technology team was slightly more generous, estimating the custom AI chip share of the market would rise from 11% this year to just 15% in 2030 with the balance going to AI GPUs, aka Nvidia’s wheel house. It suggests Nvidia will continue to dominate the surging AI chip market through the end of the decade.</p><p style=\"text-align: start;\">History shows that going with the industry standard, Nvidia, is the safer bet for technology buyers. Investors should take note, too.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1917777945.USD":"安联专题基金Cl AT Acc","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","IE00BVYPNW00.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","BK4543":"AI","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","NVDA":"英伟达","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","BK4573":"虚拟现实","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","AVGO":"博通","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2492215730","content_text":"No Contest. Hi everyone. Everyone wants to beat Nvidia. Severalmedia outletsrecently espoused the narrative that the AI chip king would soon face tougher competition as large technology companies get help from Broadcom and Marvell to make better custom AI chips.Last week, Broadcom shares surged 24% a day after CEO Hock Tan painted an extremely positive picture for the AI chip market, saying the opportunity would be “massive” over the next few years.Tan said on the company’s earnings call with investors that the AI chip market opportunity for Broadcom’s top three major technology customers would range from $60 billion to $90 billion in fiscal 2027, up from $15 billion to $20 billion in fiscal 2024. He added that Broadcom would gain its “fair share.”Nvidia stock has fallen since Broadcom’s results. Perhaps, some investors are extrapolating from Tan’s remarks that Broadcom could become a viable alternative to Nvidia.How serious is the custom AI chip threat to Nvidia? I would say not very.First, Tan’s positive outlook should be parsed and put in context. Broadcom’s actual financial results and current quarter revenue guidance were roughly in line with expectations. The forecast is also three years away and doesn’t mean the company will win a significant share of the market. The further out you go, the harder markets are to predict.Second, custom AI chip competition from Big Tech isn’t a new story. Amazon Web Services launched its own AI chip in 2019, and Alphabet’s Google introduced its AI accelerator back in 2015. Both technology giants launched several successor versions, but Nvidia still wins nearly all of the AI chip business.There are foundational reasons for this. Nvidia has the best, most mature technology stack. Its hardware, software, and networking solutions have been optimized with over a decade of fixes.When I talk to AI startup founders or corporate technology officers, they all explain why they build their businesses on the Nvidia platform. Porting AI software to other chip infrastructure is never a seamless transition, they tell me. There are always problems and bugs. It’s not worth the risk to save a little money when Nvidia consistently releases vastly more powerful AI GPUs.Using Big Tech has other issues, as well. If companies choose to build on top of Amazon’s or Google’s offerings, they’re locked into one cloud computing vendor and face the risk future chips may be shuttered. Nvidia has the best track record for backward compatibility, meaning large investments in software aren’t lost when Nvidia launches faster products in the future.Of course, all this assumes Nvidia continues to innovate and offer the best performance. There are no guarantees, but thus far, the company hasn’t faltered. Instead, it accelerated the pace of innovation late last year, going from a two-year product release cadence to an annual one.Earlier this month, a Bloomberg News anchor asked Amazon Web Services CEO Matt Garman if Nvidia had 95% AI market share. “I think it’s probably even higher than that,” he replied with a laugh. That’s roughly five years after AWS entered the market.On Tuesday, Morgan Stanley’s technology team was slightly more generous, estimating the custom AI chip share of the market would rise from 11% this year to just 15% in 2030 with the balance going to AI GPUs, aka Nvidia’s wheel house. It suggests Nvidia will continue to dominate the surging AI chip market through the end of the decade.History shows that going with the industry standard, Nvidia, is the safer bet for technology buyers. Investors should take note, too.","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"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":28,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}