“It's an accelerating curve. It may take longer than we all want it to happen but definitely accelerating because the size of those -- and the size of the demand from those hyperscalers will totally rival that in the enterprise.”

In context

“se few hyperscalers, platform guys will create their own if they haven't already done it and start to train them on the large language models. And that is, yes, you're right, they will on go in that direction totally into ASIC or, as we call it, XPUs, custom silicon. Meanwhile, there's still a market for in enterprise for merchant silicon. Edward Snyder: Right. But that basically suggests that you're on the early part of your curve where I'm not trying to call the GPUs whatever, but you could be getting to something closer to the peak of the GPU market just because everything, right, beside the cost expense and as you're spending all this money and you're paying all this money for power, the ASICs become more and more attractive. So the curves are going to look different, right? Hock Tan: It's an accelerating curve. It may take longer than we all want it to happen but definitely accelerating because the size of those -- and the size of the demand from those hyperscalers will totally rival that in the enterprise. Operator: Thank you. And that is all the time we have for our question-and-answer session. I would now like to turn the call over to Ji Yoo for any closing remarks. Ji Yoo: Thank you, operator. This quarter, Broadcom will be presenting at the Goldman Sachs Communacopia and Technology Conference on Wednesday, September 11 in San Francisco. Broadcom currently plans to report its earnings for the fourth quarter and fiscal year 2024 after the close of market on Thursday, December 12, 2024. A public webcast of Broadcom's earnings conference call will follow at 2:00 p.m. Pacific. That will conclude our earnings call today. Thank you, all, for joining. Operator, you may end the call. Operator: This concludes today's program. Thank you all for participating. You may now disconnect.”