While AI hype focuses on GPUs, the infrastructure layer—networking silicon, custom ASICs, optical interconnects—is where the real battle unfolds. Broadcom $AVGO bets $100B on being the essential 'shovel seller' to hyperscalers. But their fabless model depends on TSMC $TSMC for advanced nodes. Analysis: https://post.kapualabs.com/2p88u6pt #AIInfrastructure #Semiconductors #Chiplets #Broadcom