- Nvidia (NVDA) CEO Jensen Huang questions Broadcom’s (AVGO) $60 billion to $90 billion AI chip market forecast for 2027, doubting their ASIC approach’s competitiveness against Nvidia’s in-house AI chip expertise, as Nvidia stock rose 2% to $117.68 Wednesday.
- Huang unveiled Nvidia’s AI chip roadmap at GTC 2025, featuring Blackwell Ultra in H2 2025, Vera Rubin in H2 2026, and Vera Rubin Ultra in H2 2027, projecting a $1 trillion data center hardware market.
- Despite a 5% two-day stock…
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https://wallstreetpit.com/125296-nvidia-chief-throws-shade-at-broadcoms-big-bets/
