Woofun AI reports that Serenity released an exclusive analysis on X Corp stating NVIDIA dominates the AI ASIC market. The report argues that NVIDIA CEO Jensen Huang opposes Broadcom’s monopoly in the custom ASIC sector. Companies including Marvell, MediaTek, AlChip, and GUC are increasing their market share at Broadcom’s expense, supported by NVIDIA’s ecosystem and securing more custom chip projects from major cloud providers. This dynamic mirrors the rise of new cloud service providers, serving as a hedge against leading cloud companies’ proprietary ASIC advantages. Serenity notes this trend may offer trading opportunities over the next two years, though it is not investment advice. The analysis predicts Google will handle most chip design in-house by 2030. It further states NVIDIA can reshape industry valuations, citing prior expectations that Marvell could reach a trillion-dollar market cap.