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Broadcom is challenging Nvidia's dominance in AI networking with custom switching silicon, competing for market share in interconnect and Tomahawk-class infrastructure.
Competition in networking ASICs could lower hyperscaler capex on proprietary interconnect, but validates the strategic importance of in-house silicon to AI infrastructure buildout.
Trade pressSlicast · September 21, 2026 at 15:46 UTC · US · Source: SDxCentral
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