> 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 wa

> 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