Buzz about Broadcom’s custom chips is testing, but not breaking Nvidia's dominance

Buzz about Broadcom’s custom chips is testing, but not breaking Nvidia's dominance

As custom chips gain favor, the Street weighs what it really means for Nvidia.

Buzz about Broadcom’s custom chips is testing, but not breaking Nvidia’s dominance

If money were not a factor, a Google software engineer says custom chips, like those from Broadcom , would always be his default selection to build cutting-edge artificial intelligence models. “I am a hundred percent using a custom chip of some sort if resources are not a constraint and I need to move fast and get as much training as possible,” said Gabriel Rasskin, who works on the Gemini AI team. “Every second of compute matters,” he stressed …