Nvidia Faces Rising Competition in AI Chip Market
Nvidia's dominance in AI infrastructure faces challenges from Broadcom's custom ASICs and TSMC's manufacturing role, with analysts projecting significant revenue growth for Broadcom.
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Latest reporting and analysis tagged with AI chips.
Nvidia's dominance in AI infrastructure faces challenges from Broadcom's custom ASICs and TSMC's manufacturing role, with analysts projecting significant revenue growth for Broadcom.
Nvidia has become the world's largest company with a $4.5 trillion market cap after its stock surged over 13-fold in five years, driven by AI chip demand. Analysts see continued growth potential.
OpenAI agrees to buy up to 750 megawatts of computing power from Cerebras over three years, a deal valued over $10 billion, to accelerate AI inference and reasoning models.
TSMC's Q4 profits rose 35% year-over-year, beating expectations. The company plans up to $56 billion in new factories outside Taiwan and the US, citing strong AI chip demand.