Regarding this topic, i just want to remind folks that none of these is news. We all know (and have been talking about) inference use case will open a new market for ASIC players such as AVGO and MRVL. We have known this since Q4 of 2024 when AVGO uplifted their revenue projection for their XPU from $12B annually to $60B-$90B.
Few people believed it at that time.
What is happening now is simplfy a validation of what AVGO said 12 months ago. Sure they are getting even more orders from Meta but nothing has fundamentally changed in this GPU vs ASIC debate --- AI infrastructure market is growing rapidly and the pie is getting so big that more and more players are coming to split a slice.
The news media is just trying to grab headlines and institutions are using all these headlines to get cheap NVDA shares
