latest reply by Paul2 on started by Daniel Nenni on
Broadcom Told the Truth. The Market Hasn’t Heard the Rest of It Yet. - Semiwiki… By automating repetitive tasks and providing intelligent insights, agentic AI addresses the escalating complexity of AI chips, where design cycles have ballooned amid exploding transistor counts and power constraints. …
… It is the mix, particularly the mix between software and non-AI to the very, very rapidly growing AI semiconductor, that is just diluting gross margin.” Translation: the faster Broadcom grows its AI chip business, custom ASICs designed exclusively for individual hyperscaler customers: Google’s TPUs… …