Analyst Weighs Long-Term Impact of Nvidia-MediaTek Deal on Broadcom
BenBajarin · x · 2026-09-01
Analyst Ben Bajarin suggests that while the Nvidia-MediaTek deal poses no short-term threat to Broadcom's custom XPU business, the long-term impact must be seriously weighed. He believes other vendors will secure higher volume than originally assumed, potentially squeezing Broadcom's future share in the XPU market.
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