The golden era of AI ASICs has arrived! The wave of inference is sweeping the globe, Broadcom (AVGO.US) unveils a $100 billion blueprint targeting Nvidia's stronghold.

Overall, Broadcom's latest performance data and management's outlook for the next quarter both exceeded Wall Street analysts' expectations. In particular, the prospect of $100 billions in AI chip revenue further validates Wall Street's assertion that the "AI boom is still in the early stage of infrastructure construction with supply unable to meet demand." It also highlights that, with the arrival of the AI inference era, surging demand for cloud-based AI inference computing power and the trend of embedding AI large models into enterprise operations through "micro-training," cost-effective AI ASIC computing systems are launching a strong challenge to Nvidia's near 90% monopoly in the AI chip market.