Bitcoin Escaped Nvidia's Clutches, Is AI Next?
1. Nvidia has a market cap over $4 trillion and robust financial results. 2. Broadcom's $10 billion order for AI chips poses a threat to Nvidia's dominance. 3. AI training remains GPU-reliant, but inference might shift to custom silicon. 4. ASICs offer efficiency but lack the flexibility of GPUs. 5. Nvidia's future demand could decline with the rise of custom AI chips.