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From NVIDIA to Broadcom, a "paradigm shift" in the AI Industry.
As AI large models transition from the pre-training phase to the logical reasoning phase, dedicated chips represented by ASICs may gradually replace general-purpose chips represented by GPUs, becoming the "new favorite" of major AI companies. Analysis suggests that if Broadcom's CEO's predictions about the ASIC market are accurate, the AI Business related to Broadcom's ASICs is expected to achieve annual growth of doubling over the next three years.