NVIDIA can't produce enough blackwell GPUs to meet demand so the AI hyper scalers are starting to design and procure alternatives from other companies like Broadcom which jumped 25% the last two sessions.
Josh Brown who makes frequent appearances on CNBC breaks it down and talks about the other companies that are picking up the slack. NVIDIA was considered the sole source but no more as the stock starts to stall out.
Is Nvidia Under Siege in 2025? | WAYT?
https://www.youtube.com/watch?v=--l_QgqxRNA
edit:
This was Josh Brown on NVIDIA three years ago.
Josh Brown really does believe Nvidia could hit $1 trillion market cap this decade
https://www.youtube.com/watch?v=po2Tfie2R-0&t=15s