Broadcom, every mention
3 scenes (said by Gavin Baker) · ← back to Broadcom
tap a year for its mentions
every year anyone Gavin Baker 6Jeetu Patel 3Mark Casey 2Dylan Patel 2John Markoff 1Benedict Evans 1
Verbatim, from the transcripts: the passages where Broadcom comes up
Why AI Demand Is Outrunning Compute Supply
- ▶ 29:19 Gavin Baker Yeah, same, NVIDIA, AMD, Broadcom,
"Is there an AI bubble?” Gavin Baker and David George
- ▶ 8:06 Gavin Baker So NVIDIA's biggest competitor, it's not AMD, it's not Broadcom,
- ▶ 23:56 Gavin Baker And that's something that I don't think is broadly appreciated is the extent to which Broadcom and AMD are effectively going to market together. 4 times in the scene