Broadcom, every mention
5 scenes (2024) · ← back to Broadcom
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every year 2024 anyone Brad Gerstner 18Dylan Patel 5Clark Tang 3Satya Nadella 1Gavin Baker 1
Verbatim, from the transcripts: the passages where Broadcom comes up
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