Broadcom, every mention
11 scenes · ← back to Broadcom
tap a year for its mentions
every year anyone Gavin Baker 11Dylan Patel 4Krishna Rao 2Eric Vishria 1Alex Sacerdote 1
Verbatim, from the transcripts: the passages where Broadcom comes up
Everyone Is Still Undersizing the AI Market | Eric Vishria · Invest Like The Best
- ▶ 38:31 Eric Vishria You know, like in each prior generation, we obviously, we got Intel, we got Nvidia, um, we got Broadcom and Vago, we got Qualcomm and ARM, like, you know, in each of these generations, and like, you're, there will be, like, these giant…
Why the AI Boom Is Just Getting Started · Invest Like The Best
- ▶ 53:06 Alex Sacerdote The, the guys at, at Celestica invented, or some of the people that wrote that open source software, they work very closely with Broadcom.
Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
- ▶ 33:36 Gavin Baker Take it away partially from Broadcom and NVIDIA continuing to make aggressive choices.
- ▶ 1:14:59 Gavin Baker Broadcom is engaged in a 3 times in the scene
Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao · Invest Like The Best
- ▶ 23:50 Krishna Rao So last month, you know, we signed a five gigawatt deal with Google and with Broadcom for TPUs, um, starting in twenty-twenty-seven.
- ▶ 38:29 Krishna Rao So we're fortunate in that we have really great partners in Amazon, in Google, in Microsoft, but also with Broadcom and NVIDIA as well.
GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
- ▶ 16:33 Gavin Baker What Google does is they do mostly the front end for the TPU, and then Broadcom does the back end and manages Taiwan Semi and everything. 6 times in the scene
- ▶ 1:09:07 Gavin Baker You know, so NVIDIA, they're, they're very important, you know, private competitors, you know, Broadcom, important private competitors, Marvell, important private competitors, you know, Lumintum, Coherent, all these companies, um, you…
Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best
- ▶ 59:42 Dylan Patel Well, maybe Jensen, or maybe, like, Amazon, who's then sending it to, like, uh, or, or, or Google, who's sending it to Broadcom, right?
- ▶ 1:03:37 Dylan Patel Sure, Broadcom makes a bunch, and, you know, Broadcom makes a ton of gross profit off of these companies, but, like, Nvidia makes by, by far the most gross profit in the industry, and it's not even close. 2 times in the scene
- ▶ 1:56:21 Dylan Patel Whether it's, like, Broadcom with VMware and stuff, it's not really customer acquisition.