$NVIDIA (NVDA.US)$ However, to be realistic, the ASIC ecosys...

$NVIDIA (NVDA.US)$ However, to be realistic, the ASIC ecosystem integrity and usability of Broadcom are not as good as NVIDIA's CUDA; the Software environment is relatively simple, mainly designed for specific purposes and algorithms, with a high level of programming difficulty, and the development tools and Software libraries are not rich enough, requiring developers to spend more time debugging and developing, limiting its promotion in a wider range of application scenarios.

In contrast, NVIDIA's GPU products iterate quickly, keeping up with technological development trends and market demands, with new products launched or performance improved every year.

In comparison, once Broadcom's ASIC chips are designed and manufactured, it becomes very difficult to make changes; the design and manufacturing cycle is relatively long, making it less suitable for the rapidly changing AI market with frequent technological iterations, which may lead to it falling behind NVIDIA in terms of technological advancement.

The inability to adjust technology and manufacturing processes on demand is the main reason why customized chips are more expensive than general-purpose chips.

In addition, customized chips have another issue: customer base is limited.

Broadcom primarily focuses on providing customized chip services for large technology companies, resulting in a relatively narrow customer base; NVIDIA's GPU products are highly versatile and can meet the needs of businesses of various sizes and applications, reaching a wide customer base from small startups to large enterprises.

If any of Broadcom's major clients undergo a technological shift or business adjustment, Broadcom's performance will also be significantly negatively impacted.

From this perspective, NVIDIA has a greater advantage in market coverage and customer diversity, enabling it to better respond to market fluctuations and changes in customer demand.

A lack of full-stack solutions is also Broadcom's shortcoming.

Broadcom mainly focuses on chip design and packaging, lacking a full-stack solution like NVIDIA: when customers use Broadcom chips, they need to solve issues related to network devices, software, and other supporting facilities themselves, increasing the cost and complexity of customer usage