Broadcom CEO reveals $90 billion AI strategy while NVIDIA forecasts slowing growth
Key Points
- NVIDIA is experiencing slowing growth despite overall AI inf...
Two companies are spending $600 billion on AI infrastructure this year, and somehow one chip giant is worried about slowing down while the other just landed the equivalent of a small country's GDP in potential orders. Welcome to 2025, where success apparently breeds anxiety.
NVIDIA has been the undisputed king of AI chips for so long that watching them forecast "decelerating growth" feels like hearing a lottery winner complain about tax brackets. After two years of absolutely crushing it thanks to every hyperscaler throwing money at AI infrastructure like it's going out of style, the GPU gian...
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