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