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Broadcom is currently a leading player in the personalized AI processors market, but this is about to get a new competitor soon.
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This competitor recently announced his intention to re -enter the data center’s chip market and simply make a move to ensure that he could make a recess.
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The rest of the catalysts that this company is sitting, along with its cheap rating, make it an attractive purchase right now.
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Broadcom has become one of the leading players in the semiconductor semiconductor market (AI) thanks to its experience in the app -specific integrated circuits (ASIC), which are custom processors designed to accomplish specific tasks.
The search for these personalized processors is rapidly improving because of their ability to cope with the AI load while maintaining a cost handle. As a result, several cloud hyperskalers eavesdrop on Broadcom’s personalized chips and network components to reduce operating costs when conducting AI training and conclusions applications.
This explains why Broadcom’s growth is exceptional in the last neighborhoods. Moreover, the massive possibility of addressable revenue in the range of $ 60 billion to $ 90 billion suggests that it is at the beginning of a solid growth curve. Not surprisingly even QUALCOMM (Nasdaq: Qcom) He wants a piece of this lucrative opportunity and just made a move that could help him recess in the AI Chip’s personalized market.
Qualcomm has just announced that it should acquire the British chip company Alphawave Semi for $ 2.4 billion in order to “further accelerate and provide key assets to expand Qualcomm in data centers”. Alphawave technology will allow Qualcomm to integrate high-speed connectivity into its AI chip platforms to allow for quick data transfer, which in turn will lead to higher computational efficiency and reduced energy consumption.
Qualcomm believes that “Alphawave products are part of the main infrastructure that allows next -generation services in a wide range of high growth applications, including data centers, AI, data networks and data storage.” The chipmaker announced last month that he was ready to re -enter the data center market. The company has been reported to develop a personalized AI chip platform using its central processing of Oryon Central (CPU) and a hexagonal neural processing (NPU), which claims to be capable of responding to AI infection loads in data centers.
The last acquisition is another piece of puzzle, as Qualcomm is preparing to launch a chip platform oriented to the data center. The company has already announced that it has partnered with Saudi -supported AI Venture Humain to build AI data centers in this country, suggesting that Qualcomm can reach the door and ultimately make its presence on the huge AI custom processors market.