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Broadcom, every mention

6 scenes (2025) · ← back to Broadcom

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every year 2025 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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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

OpenAI and AMD's Megadeal, Sam Altman and Jony Ive’s Bumpy Start. Meta vs. Apple Oct 6, 2025 · 1 mention

  • ▶ 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 Jul 23, 2025 · 2 mentions

  • ▶ 20:46 Ed Zitron I don't know that they have the time to do this, nor do I think that they have the resources, because they also have to do this, and build data centers, and build a chip with Broadcom.
  • ▶ 41:38 Ed Zitron Oh, sorry, it's in twenty-twenty-six with the chip from Broadcom.
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