Meta Platforms has reportedly selected Nvidia over Broadcom for a major artificial intelligence chip contract. A Dow Jones report indicates Meta is committing to Nvidia purchases, marking a setback for Broadcom in the competitive AI market.
This deal underscores the intensifying rivalry between the two semiconductor giants for AI infrastructure dominance. Nvidia supplies high-performance GPUs, while Broadcom focuses on networking chips and custom silicon solutions.
Securing large-scale orders from tech leaders like Meta remains critical for chipmakers building out AI data centers. This outcome reinforces Nvidia's current market leadership in the sector.