Apple’s new BFF, Broadcom, reveals three hyperscalers want to deploy 1,000,000 GPUs or XPUs by 2027; something that will make Nvidia wince

• Broadcom is rumored to have an ongoing partnership with Apple to help it build its own AI chip
• TikTok parent company, ByteDance, OpenAI also reportedly in the picture
• The move comes as hyperscalers look to reduce their dependency on AI chips from Nvidia

Nvidia has ridden the generative AI boom to record-breaking revenues and profits over the past two years, and while it remains well ahead of its competitors, the company is facing growing pressure – not only from rival AMD but also from hyperscalers which have traditionally relied on Nvidia GPUs but are now looking to reduce their dependence on its hardware.

As The Next Platform notes, “Nvidia’s biggest problem is that its biggest customers have massive enough IT expenditures that they can afford to compete with Nvidia and AMD and design their own XPUs for serial and parallel computing. And when they do so, it is chip design and manufacturing houses Broadcom and Marvell, who have vast expertise running chippery through the foundries of Taiwan Semiconductor Manufacturing Co, who will be benefiting.”