The artificial intelligence (AI) hardware race used to look like a two-lane highway: Nvidia (NASDAQ: NVDA) sold general-purpose graphics processing units (GPUs), while Broadcom (NASDAQ: AVGO) sold custom silicon, known as XPUs. That story is becoming stale. After Nvidia and Broadcom each reported earnings, it's becoming increasingly clear that both companies look less like chip specialists and more like competing architects for the entire data center. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia.
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