Will Broadcom Chips End AMD Stock's AI Dreams?
1. AMD shares fell over 6% after Broadcom's big AI chip order announcement. 2. Broadcom's custom AI chips are threatening AMD's position in the market. 3. AMD's data center revenue growth is slowing compared to Broadcom and Nvidia. 4. ASICs are emerging as efficient alternatives to AMD's GPUs for AI inference. 5. AMD risks being squeezed between Nvidia and custom silicon competitors.