Broadcom, every mention
10 scenes · ← back to Broadcom
tap a year for its mentions
every year anyone Alex Kantrowitz 8David Cahn 4Stephanie Link 2Ed Zitron 2Pat Gelsinger 1M.G. Siegler 1
Verbatim, from the transcripts: the passages where Broadcom comes up
How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
- ▶ 55:37 David Cahn Twenty-twenty-four, you get Broadcom. 4 times in the scene
Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta
- ▶ 5:37 Alex Kantrowitz Cisco, CrowdStrike, Google, NVIDIA, Microsoft, the Linux Foundation, Palo Alto Networks, JP Morgan Chase, Broadcom.
OpenAI’s 2026 Priority, Disney’s AI Play, Datacenter Buildout Trouble
- ▶ 0:07 Alex Kantrowitz The AI infrastructure trade is wobbling hard after tumbles from Oracle and Broadcom, and Meta Super Intelligence team is at odds with the rest of the company.
- ▶ 35:27 Alex Kantrowitz Uh, Broadcom and Oracle are struggling dramatically.
- ▶ 35:55 Alex Kantrowitz Rough week for Oracle and, and, uh, and Broadcom, right? 5 times in the scene
OpenAI and AMD's Megadeal, Sam Altman and Jony Ive’s Bumpy Start. Meta vs. Apple
- ▶ 16:55 M.G. Siegler Uh, you know, and so there's that whole element, there's the element of the Broadcom deal that, that open AI has, which maybe kickstarted some of these NVIDIA deal talks, uh, between open AI and, and, uh, NVIDIA so that they didn't go down…
Are AI's Economics Unsustainable? — With Ed Zitron
The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
- ▶ 36:46 Stephanie Link I feel, and I don't own NVIDIA, but I own Broadcom, and I own LAM Research, and I got plays, I got ways on playing it, so it's fine. 2 times in the scene
Intel's CEO Shares His Plan To Win The AI Chip War — With Pat Gelsinger
- ▶ 19:26 Pat Gelsinger I've talked to everybody in the industry, you know, Qualcomm, Nvidia, AMD, Google, Apple, Broadcom, et cetera.