$Broadcom (AVGO.US)$ [Share Link: Broadcom predicts AI deman...
Although semiconductor sales fell short of expectations, CEO Tan pointed out that demand for AI data centers for its network products is strong, and inquiries from major cloud computing providers for the company's custom AI chips are strong. It was mentioned in the announcement that these “are driving the growth of our semiconductor field.”
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Tajz : Where is Brocom's growth strategy going to acquire next over existing portfolios? That seems to be a key point.
ピンハネ OP Tajz : It depends on the acquisition, but since network products are an advantage, I think they are indispensable for data centers![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Tajz : Yes. We still have market share as products for network devices (switches, etc.), but major data centers are aware that they will develop their own ASICs for that part, so I think the profits there stand apart from GPUs such as NVIDIA, which cannot be replaced.
Where are companies that are growing larger through acquisitions targeting next? I'm looking forward to it.
ピンハネ OP Tajz : It's also true that it sets it apart from GPUs such as NVIDIA, so I think it's an advantage![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Tajz ピンハネ OP : Sorry for my bad comment.
The intention was that companies that build data centers would make their own ASICs 🟰 Brocom's domain would disappear.