The new chip sounds like it's vustom made to accelerate a few specific models they really need to run fast. The advantage is it's truly and ASIC, not a xPU. There are several new startups targeting EDA tooling automation, Chip Agents is the biggest one I can think of but their are smaller players too, Silimate is one I recall. These companies are focusing on building fast AI powered tools to speed up the tape out cycle.

There is a never ending torrent of money coming, so why not make custom chips.

Whoo ... party!

aw shucks nvda has some spicy competition

Make sure you all use that fancy ñ

Is broadcom really the best business partner? 100,000 VMware customers might say no.

So this is where all the memory they bought is going to.

Why the hell Broadcom of all companies?

So this mafia is driving up RAM prices. And now build their own overpriced hardware.

Either RAM prices go down, or that mafia must pay us all compensation money for this cartel build up. Why is the USA protecting this? How much does the orange man profit personally from helping drive up the prices here?