Nvidia Stock Investors Just Got Bad News From AI Semiconductor Rival Broadcom

Complex data center workloads like training machine learning models and running artificial intelligence (AI) applications would take a very long time if powered only by central processing units (CPUs). To that end, specialized semiconductors are used to speed up computationally intensive AI tasks.In that semiconductor vertical, Nvidia (NASDAQ: NVDA) graphics processing units (GPUs) have emerged as the industry standard. In fact, the company has between 80% and 95% market share in AI accelerators, according to analysts. But Nvidia shareholders recently got some worrisome news from rival Broadcom (NASDAQ: AVGO).Broadcom sells a range of semiconductor products, including combined Wi-Fi and Bluetooth chips in Apple and Samsung smartphones, as well as networking chips in Arista switches. But Wall Street is particularly fascinated by its leadership in application-specific integrated circuits (ASICs.) ASICs are chips purpose-built for specific use cases like accelerating artificial intelligence (AI) workloads.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool