[Jlagreen]

How many customers do you think AMD and AVGO have in AI?

Nvidia having 4 customers at 60% is good news because it was 90% 2 years ago.

[chollida1]

> How many customers do you think AMD and AVGO have in AI?

I’m not certain, I don’t follow them.

> Nvidia having 4 customers at 60% is good news because it was 90% 2 years ago.

Agreed