Broadcom
5 statements across 2 episodes · 5 bullish · 0 bearish · 2 people on the record · first statement Dec 23, 2024 by Dylan Patel · said 28 times in 6 episodes since 2024 · across every show →
Mentions by year
brought up most by Brad Gerstner (18), Dylan Patel (5), Clark Tang (3), Satya Nadella (1), Gavin Baker (1)
tap a year for its mentions
2026 4 mentions in 1 episode
2025 5 mentions in 4 episodes 1 per episode
- AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- every mention in 2025, scene by scene →
Everything said about Broadcom, oldest first
Dec 23, 2024 bullish
Patel: Broadcom is building an NVSwitch competitor for AMD and others
“Broadcom is making a Competitors to that, that they will cede to the market, right? Multiple companies will be using that. Not just, you know, AMD will be using that competitor to NVSwitch, but they're not making it themselves because they don't have the skill…”
Dec 23, 2024 positive
Patel: Google built rack-scale AI systems with Broadcom in 2018 before NVIDIA
“Google actually did this alongside Broadcom you know, and they did it before Nvidia, right? You know, today everyone's freaking out about, or not freaking out, but like everyone's like very excited about Nvidia's Blackwell system, right? It is a rack Of GPUs. …”
Dec 23, 2024 bullish
Patel: Broadcom holds custom ASIC wins with Meta, OpenAI, and Apple
“Broadcom does have multiple custom ASIC wins, right? It's not just Google here. Meta's, Meta's ramping up mostly still for recommendation systems, but their custom chips are gonna get better. You know, there's other players like OpenAI who are making a chip, r…”
Dec 23, 2024 bullish
Patel: Hyperscalers will significantly boost capex in 2025, lifting chip suppliers
“The plans for hyperscalers are pretty firm on, they're gonna spend a crap load more next year, right? And therefore, the ecosystem of networking players, of ASIC vendors, of systems vendors is gonna do well, whether it be NVIDIA or Marvell or Broadcom or AMD o…”
Oct 31, 2025 bullish
Nadella: Hyperscalers will run heterogeneous hardware fleets across multiple chipmakers
“And it's not, and by the way, it's going to be heterogeneous. Obviously, Jensen's super competitive. Lisa is going to come. You know, Hawk's going to produce things from Broadcom. We will all do our own. So, there's going to be a combination. So, you want to r…”