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NVIDIA executives publicly criticized Broadcom's networking strategy, escalating competition in the datacenter switching and fabric market.
NVIDIA's vertical integration into switching threatens Broadcom's traditional moat; control of both compute and interconnect amplifies NVIDIA's margin capture across the entire GPU cluster stack.
Trade pressSlicast · March 19, 2025 23:00 · Global · Source: wallstreetpit.com
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Image / Slicast · Source: wallstreetpit.com
NVIDIA executives publicly criticized Broadcom's networking strategy, escalating competition in the datacenter switching and fabric market.
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