Broadcom says AI companies can’t make their own silicon

Broadcom says AI companies can’t make their own silicon

: Offers booming customer accelerator biz as evidence, while VMware props up its software business

Broadcom: AI companies currently dependent on external chipmakers

Broadcom argues that large AI companies are not yet able to independently develop and produce their own chips on a large scale.

Broadcom says AI companies can’t make their own silicon any time soon

Offers booming customer accelerator biz as evidence, while VMware props up its software business Broadcom will soon deploy multiple gigawatts worth of custom accelerators at Meta, OpenAI, and Anthropic, a feat it says shows AI companies and hyperscalers can't successfully develop and deploy their own silicon any time soon. . . .