Although the company's current performance is difficult to match its valuation, the trend of significant growth in inventory and prepaid accounts in the third quarter shows active production investment in the future. As the demand for independent and controllable advanced process chips increases, there is a high degree of certainty that future revenue will increase.
Some institutions predict that the growth rate of customized AI ASIC is expected to exceed that of GPU computing.
This is because AI infrastructure is not as simple as just getting chips.
In addition to chips, Nvidia's trump cards for dominating the AI usa phone number list training market include CUDA and NV LINK. The former is a software development tool that is highly compatible with chips, and the latter is a dedicated network protocol that can provide a highspeed, lowlatency working environment.
Customized chips have freed cloud service providers from their dependence on CUDA , but Broadcom is not only excellent in ASIC, it also has a full range of networkspecific protocols and related chip IPs, which enables Broadcom to help customers develop XPU+ ultrahighspeed interconnected cluster servers.
The reason why Nvidia fell is that the market is weighing the challenges facing future demand for Nvidia's GPUs.
First, can Blackwell continue to dominate the market in the future? This chip will be shipped in small quantities in the fourth quarter of this year and is expected to become Nvidia's main product next year. But as customized ASICs become the norm for large technology companies and the demand for inference computing grows exponentially, Nvidia GPUs may not be able to continue to dominate the inference market.