Apple and Broadcom Challenge Nvidia's AI Empire as Tech Wars Heat Up
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最新报道：Nvidia and Apple analyst commentary highlights shifting market dynamics for Q3, with Apple's $600 billion U.S. investment potentially influencing peers, while Broadcom's AI chip growth—fueled by a new major customer like OpenAI—could challenge Nvidia's dominance, possibly reducing its sales by $12 billion by 2026. Despite competition, Nvidia's ecosystem strategy may mirror Apple's high-margin loyalty, with both firms poised for gains in the expanding AI market.
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