Broadcom & Google, ASIC, Is NVIDIA's Dominance Shaking?

☞Last night, I couldn't sleep well because of the stocks. Broadcom and Google have surged recently, while NVIDIA and AMD have plummeted, which raised my alert. I couldn't help but think about NVIDIA's future.

1. Large models and computing power providers have long suffered under NVIDIA's dominance. Strategically, they will inevitably support a second option to prevent chips from being overly profitable. Google's TPU has already gained some influence, and computing centers are happy to have a second choice.

2. Broadcom, a major ASIC provider, once replaced NVIDIA's GPUs in mining and naturally hopes to repeat this in the AI field.

3. I dare not comment on the pros and cons of ASIC, as I'm not a professional in chips or AI. From my research, ASIC cannot fully replace NVIDIA's chips and is more used for inference, while training still relies on NVIDIA's chips. For inference, ASIC has a bright future—low cost and high efficiency. For training, I always thought NVIDIA dominated, but now Google is using TPU to train large models? I'm not sure if it's a complete replacement or just auxiliary to reduce NVIDIA chip usage.

4. NVIDIA, CUDA, NVLink, and rapid GPU iterations made me think NVIDIA's dominance would last at least 5–6 years. But now, it seems the threat to NVIDIA isn't AMD—it's ☞ASIC.

5. With ASIC's emergence, people no longer pin their hopes on AMD.

☞Considering NVIDIA's Countermeasures

1. Since major computing power providers want a second option, NVIDIA should also support secondary clients. That's why it's aggressively promoting its chips to smaller computing centers.

2. Rapid self-iteration, always staying ahead.

☞Reflections on NVIDIA's Future

1. NVIDIA is undoubtedly the king of chips this year. Next year, AI chip demand will likely keep growing, but will ASIC affect NVIDIA's high growth? Or will both grow rapidly together?

2. ASIC has undoubtedly shaken NVIDIA's future, but can it replace NVIDIA? This might require an expert's answer.

3. Orders show NVIDIA is still in high demand, but I lack the expertise to judge the tech side.

4. My personal take: NVIDIA's dominance remains strong short-term, with ASIC and GPU advancing side by side.

☞Realization

For tech stocks, diversified investing is safer.$NVIDIA(NVDA.US)$AMD(AMD.US)$Alphabet - C(GOOG.US)$Broadcom(AVGO.US)