By Natasha Abellard
Publication Date: 2025-12-01 22:11:00
Broadcom ‘s custom chips are no threat to Nvidia , according to the latter’s CEO. Broadcom’s application-specific integrated circuits (ASICs), also known as custom chips, have soared in popularity with hyperscalers, such as Alphabet ‘s Google. The key partnership led to the successful launch of Google’s Gemini 3. The latest iteration of the AI model was trained on Google’s chips known as tensor processing units (TPUs), co-designed by Broadcom. If you ask Nvidia CEO Jensen Huang, however, there’s nothing to worry about at his company, whose stock has been under pressure since Gemini 3 came out late last month. Nvidia’s all-purpose graphics processing units (GPUs) are the hottest commodity in AI. “What Nvidia does is much more versatile,” Nvidia co-founder and chief executive Jensen Huang told Jim Cramer in an interview following Monday’s announcement of Nvidia’s $2 billion stake in Synopsis , a leader in design software. “Our technology’s much more fungible” and “much more versatile” than what custom chips can offer, Jensen said, pointing to the new partnership as an example. As part of the multi-year agreement, Nvidia and Synopsis will co-develop new AI-focused tools for use across industries, including aerospace, automotive, and industrial. “Nvidia can address markets that are much, much broader, not just chatbots,” Jensen added, highlighting a difference between Nvidia’s chips and single-purpose ASICs. “You’re now seeing a real, tangible example of an opportunity that…
