The AI chip wars are heating up. With tech giants from Google to Meta designing their own custom silicon, Broadcom has just taken a bold step, announcing a $10 billion deal with OpenAI to co-develop next-generation AI accelerators. What could this mean for Nvidia’s dominance in the AI hardware space? And with high risks, long lead times, and questions over exclusivity, will this partnership deliver on its promise, or prove too ambitious?
Join Dan Koh and Emaad Akhtar as they break down what this deal means for Broadcom, the semiconductor industry, and investors betting on the future of AI.
See omnystudio.com/listener for privacy information.
Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek