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Broadcom, every mention

4 scenes (said by Alex Kantrowitz) · ← back to Broadcom

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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

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Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta Apr 13, 2026 · 1 mention

  • ▶ 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 Dec 17, 2025 · 7 mentions

  • ▶ 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
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