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…