Nvidia CEO Jensen Huang has doubts about Broadcom’s ability to win market share in the AI chip market, an area where Nvidia has dominated to date.
Broadcom CEO Hock Tan has frequently told investors that the AI chip market opportunity for Broadcom’s top three customers would range from $60 billion to $90 billion in fiscal 2027 and that Broadcom would gain its “fair share.”
On Tuesday, Huang pushed back on his rival’s forecast.