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AMD's Whole AI Story Has One Threat It Cannot Ignore: Broadcom
Summary by 24/7 Wall St.
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AMD's Whole AI Story Has One Threat It Cannot Ignore: Broadcom
The post AMD’s Whole AI Story Has One Threat It Cannot Ignore: Broadcom appeared first on 24/7 Wall St.. AMD (NASDAQ: AMD) and Broadcom (NASDAQ: AVGO) both just delivered blockbuster AI quarters, but the two chipmakers are chasing the same dollars from opposite ends. AMD is selling merchant Instinct GPUs and EPYC CPUs into any datacenter that will buy them. Broadcom is co-designing custom silicon inside a handful of hyperscalers. That contrast i…
·Lakewood, United States
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