$Broadcom(AVGO)$ $Apple(AAPL)$ moving away from x86 Intel and Nvidia GPUs toward custom Arm-based M1 was disruptive across the board, and ASIC XPUs can do something similar. They are powerful, power efficient, and most importantly they give companies a platform they can keep improving. TPU is now on its 8th generation, built exactly the way $Alphabet(GOOGL)$ wanted it. Anthropic is EBITDA positive because they adopted it. Impressive.
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