AI Bets face Investor Scottish scoots as Big Tech Switches to custom Kipets

(Reuters) – Amd (Amd) Winters examine the artifici’s strategies of the artificially quarter of the quarter of the quarter, which the way of the technical technique relating to their infrastructure schedules.

Analysts wait for December in December 10% to $ 7.53 Billion, but the prospects of the company’s growth are Nvidia’s shade (Nvda) In the chip market and the growing tendency of technical giants such as microsoft (Msft), Amazon.com (Amzn), and meta (Meta) Development to custom chips.

Investors see “Silicon Customers and Nvidia Afersefer ahead” said Makino, analyst investoror Gabelli Gabelli Gabelli Gabelli Faches. The Senicon Customer refers to personalized chips designed for specific customers, different off-the-shelf processors.

AI Chinof Startup Pieces with patterns that can compare the occurred rivalries in lower costs also risen

Technician giants as Microsoft, Amazon, and meta are always more denies of resources to develop its own mozz for the great data volumes

This promotes sale for Broadcom (AVI) and Gecll Tomb, (Mrvl) that supplied the call hyperscalers with customized to-date processors.

Broadcr COO Hock said that company is waiting for you to introduce as much as $ 90 Billion Revenue opportunities from 2027.

Company’s actions more than doubled in value last year, while Marvell Rose approximately 83%. AMD in contrast, fell 18% in 2024.

Nvidia, Existing Ai Chiper Chies Software of AI and its owner of properties- is likely to be a standard for pursuing the lost language, telling

The high cost of change reigns reigns a significant barrier of Amd that make further in the market.

However, the push to develop the sophisticated patterns could relieve the concerns as large technology continuous massive you are expected.

Cowen td analysts, together with omdi analester alexander, expect me for the sales of $ 10 billion

The company’s segment of the segment of the company’s segment is expected to jump close to 8,15 billion in the fourth quarter based on the middle of the full sales.

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