Broadcom’s Quiet War On Nvidia: CEO Touts Custom AI Chips, Ethernet Over NVLink—’No Reason To Create A New Standard’ – NVIDIA (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO)

Broadcom’s Quiet War On Nvidia: CEO Touts Custom AI Chips, Ethernet Over NVLink—’No Reason To Create A New Standard’ – NVIDIA (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO)

Chipmaker Broadcom Inc. AVGO is drawing a line in the sand in the AI infrastructure battles, and it’s doing so with custom AI chips and a commitment to open networking protocols.

What Happened: During the company’s second-quarter earnings call, CEO Hock Tan took a thinly veiled swipe at Nvidia Corp. NVDA for pushing its custom systems for connecting AI chips, a reference to the latter’s NVLink architecture, and other emerging proprietary standards, aimed at turning the industry into a…

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https://www.benzinga.com/markets/tech/25/06/45818496/broadcoms-quiet-war-on-nvidia-ceo-touts-custom-ai-chips-ethernet-over-nvlink-no-reason-to-create-a-new-standard