Broadcom

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 13, 2026 by Krishna Rao · said 19 times in 6 episodes since 2025 · across every show →

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brought up most by Gavin Baker (11), Dylan Patel (4), Krishna Rao (2), Eric Vishria (1), Alex Sacerdote (1)

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2026 8 mentions in 4 episodes 2 per episode

Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best May 20, 2026 · 4 mentions · from 33:36
Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao · Invest Like The Best May 13, 2026 · 2 mentions · from 23:50
Everyone Is Still Undersizing the AI Market | Eric Vishria · Invest Like The Best Aug 11, 2026 · 1 mention · from 38:31
Why the AI Boom Is Just Getting Started · Invest Like The Best Jun 9, 2026 · 1 mention · from 53:06
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2025 11 mentions in 2 episodes 6 per episode

GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best Dec 9, 2025 · 7 mentions · from 16:33
Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best Sep 30, 2025 · 4 mentions · from 59:42
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Everything said about Broadcom, oldest first

May 13, 2026 bullish

Disclosure

Anthropic signs 5GW TPU deal with Google and Broadcom starting in 2027

“So last month, you know, we signed a five gigawatt deal with Google and with Broadcom for TPUs starting in twenty-twenty-seven.”

Krishna Rao May 13, 2026 ▶ 23:50 Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao · Invest Like The Best

Broadcom

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Everything said about Broadcom, oldest first

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