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Broadcom Positioned For Growth With Meta 'Next Multi-Billion Dollar' AI ASIC Customer: JPMorgancustom chip programs with Google (TPU v6) and Meta (MTIA TPU) by mid-2024. The ramp-up in production is expected to occur in the second half of the year and continue through 2025 “Overall we ...
AVGO analysts highlight AI growth, recovery of non-AI segments, and new XPU customers. Expect continued strength in AI ...
AI-specific processors, such as Google TPU v6 and AWS Trainium, are gaining traction but remain far behind Nvidia's GPUs. As such, AWS's share is set to fall from 10% to 7%, while Google's share ...
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