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Jlagreen | 3 months ago

How many customers do you think AMD and AVGO have in AI?

Nvidia having 4 customers at 60% is good news because it was 90% 2 years ago.

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chollida1|3 months ago

> How many customers do you think AMD and AVGO have in AI?

I’m not certain, I don’t follow them.

> Nvidia having 4 customers at 60% is good news because it was 90% 2 years ago.

Agreed