TSLA
Tesla
-- 436.230 PLTR
Palantir
-- 76.070 NVDA
NVIDIA
-- 134.250 AVGO
Broadcom
-- 224.800 MSTR
MicroStrategy
-- 408.670 
$Broadcom (AVGO.US)$$NVIDIA (NVDA.US)$$Advanced Micro Device...
Recent rise in Broadcom's stock price is mainly due to the market's bullish outlook on its Application-Specific Integrated Circuit (ASIC) in the AI field. ASICs are highly customized chips that offer high performance and efficiency when handling specific tasks, making them an ideal choice for AI datacenters and Edge Computing. Through collaboration with hyperscale cloud providers, Broadcom offers tailored ASICs to customers, a strategy expected to boost its AI revenue from $8 billion in 2024 to $20 billion in 2027.
The threat of ASICs to NVIDIA
Although ASIC performance is better than general-purpose GPUs in specific scenarios, its application range is relatively limited. NVIDIA's GPU remains the mainstream choice for AI training and inference due to its versatility and powerful parallel computing capabilities. In addition, NVIDIA is continuously introducing more powerful chips (such as the upcoming B100) and deepening its software ecosystem (CUDA, AI libraries, etc.), further consolidating its market leadership.
Future Development of AMD
While AMD's revenue in the AI field is currently much lower than NVIDIA's, its product line is rapidly expanding, especially with the MI300X chip designed for inference, positioning it as high-performance yet more cost-effective. Analysts predict that AMD's AI revenue will grow from $3.5 billion in 2024 to $18 billion in 2027, showing significant growth.
Investment Outlook
• NVIDIADespite its high valuation, the rapid growth in demand for the AI market provides it with long-term growth potential, especially in the absolute dominance of the training chip market.
• AMDAs a rising star in the AI market, its diversified strategy and competitiveness are gradually emerging, making it a secondary choice for investment.
• BroadcomThe rise of the ASIC market gives it certain long-term potential, but its market share may still be limited compared to NVIDIA and AMD.
Overall, while ASICs are an important supplement to GPUs, they will not pose a substantial threat to NVIDIA's core market, and AMD's rise in the AI market is worth paying attention to. If investors seek stable growth, NVIDIA is still the best choice; if they hope to bet on market incremental growth, AMD is worth further attention.
The threat of ASICs to NVIDIA
Although ASIC performance is better than general-purpose GPUs in specific scenarios, its application range is relatively limited. NVIDIA's GPU remains the mainstream choice for AI training and inference due to its versatility and powerful parallel computing capabilities. In addition, NVIDIA is continuously introducing more powerful chips (such as the upcoming B100) and deepening its software ecosystem (CUDA, AI libraries, etc.), further consolidating its market leadership.
Future Development of AMD
While AMD's revenue in the AI field is currently much lower than NVIDIA's, its product line is rapidly expanding, especially with the MI300X chip designed for inference, positioning it as high-performance yet more cost-effective. Analysts predict that AMD's AI revenue will grow from $3.5 billion in 2024 to $18 billion in 2027, showing significant growth.
Investment Outlook
• NVIDIADespite its high valuation, the rapid growth in demand for the AI market provides it with long-term growth potential, especially in the absolute dominance of the training chip market.
• AMDAs a rising star in the AI market, its diversified strategy and competitiveness are gradually emerging, making it a secondary choice for investment.
• BroadcomThe rise of the ASIC market gives it certain long-term potential, but its market share may still be limited compared to NVIDIA and AMD.
Overall, while ASICs are an important supplement to GPUs, they will not pose a substantial threat to NVIDIA's core market, and AMD's rise in the AI market is worth paying attention to. If investors seek stable growth, NVIDIA is still the best choice; if they hope to bet on market incremental growth, AMD is worth further attention.
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