Hock Tan admits it his custom ASIC customers

Even Hock Tan admits it his custom ASIC customers HAVE to compete with NVIDIA.

Every generation, Jensen raises the bar

Everyone else is chasing

Broadcom’s job? Help hyperscalers try to keep up

That’s the strongest $NVDA bull case you’ll hear on a competitor’s earnings call pic.twitter.com/wdxUNORkSX

— Ben Pouladian (@benitoz) March 4, 2026

所有跟帖： 

• yep -bogbog- ♀ (0 bytes) () 03/04/2026 postreply 15:44:32

• 这么实诚吗？有东亚的backgroud. 美国的CEO, 主打嘴硬。 -南京姑娘- ♀ (0 bytes) () 03/04/2026 postreply 16:20:52

• 这个对 AVGO 其实是好事，它的客户对它的依赖性会增强 -老实8交- ♂ (72 bytes) () 03/04/2026 postreply 16:36:30

• 嗯。有可能。 -南京姑娘- ♀ (0 bytes) () 03/04/2026 postreply 16:59:17