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Nvidia going for rivals' jugulars as it plans to compete in $30 billion custom chip market — but is it a sign that the AI behemoth has reached its peak?

Nvidia is reportedly planning to enter the lucrative custom chip market to combat the potential threat posed by its customers developing their own internal chips. The company's officials have held discussions with its biggest tech customers about making custom chips for them. The data center custom chip market is estimated to reach $10 billion this year, and double that in 2025, presenting a significant growth opportunity for Nvidia. Currently, Broadcom and Marvell dominate this market, but Nvidia's entry could impact their sales. The news of Nvidia's plans caused its shares to rise while Marvell's shares dropped.

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