Broadcom, every mention
12 scenes · ← back to Broadcom
tap a year for its mentions
every year anyone Brad Gerstner 18Dylan Patel 5Clark Tang 3Satya Nadella 1Gavin Baker 1
Verbatim, from the transcripts: the passages where Broadcom comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 59:34 Clark Tang So I think, um, I think what was very interesting though was a new class of, uh, accelerators or ASICs, MediaTek with their, um, with their new VAT versus, you know, Broadcom's VIII for TPUs actually was a big topic of discussion. 3 times in the scene
- ▶ 1:14:25 Gavin Baker And a lot of companies, semiconductor companies in particular, you know, ironically, you know, Nvidia and Broadcom, they, they have been laggards.
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- ▶ 58:32 Satya Nadella You know, Hawk's going to produce things from Broadcom.
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 7:08 Brad Gerstner Including another announcement this morning between OpenAI and Broadcom, where OpenAI is going to be building their own inference accelerator, amounting to well over a trillion dollars of incremental capex.
- ▶ 26:37 Brad Gerstner Uh, in the case of this Broadcom announcement, obviously they have to build a workable chip.
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 53:54 Brad Gerstner We're investors throughout the ecosystem and competitors of yours, you know, from Google to, to Broadcom.
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 0:53 Brad Gerstner And now a major player in AI, you know, you, you spun off VMware, of course, and now you're a major owner of Broadcom and Dell remains a hundred billion dollar business.
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 9:24 Dylan Patel Uh, but funnily enough, and the thing that, uh, many ignore is that Google actually did this alongside Broadcom, um, you know, and they did it before Nvidia, right? 2 times in the scene
- ▶ 1:11:15 Dylan Patel So, actually, their interconnects between chips is arguably, uh, competitive, if not better in certain aspects, worse in other aspects than Nvidia's, because they've been doing this with Broadcom, you know, the leader, world leader in…
- ▶ 1:15:27 Dylan Patel Right, uh, because they're working with, uh, Marvell and Alchip on their own chips versus working with Broadcom, the leader in networking, who then can use passive cables, right, for, for, uh, because their surities are so strong. 2 times in the scene
- ▶ 1:17:41 Brad Gerstner For example, over the last 30 days, right, we've seen Broadcom, you know, explode higher, NVIDIA trade off a lot. 9 times in the scene
- ▶ 1:20:02 Brad Gerstner So make a, make, make, make a call for us as you think about the semis market today, you know, you've got ARM, Broadcom, you've got NVIDIA, you've got AMD, etc. 5 times in the scene