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

1 week ago
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.…

Simon Sharwood