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Broadcom

4 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 5, 2023 by Dylan Patel · said 9 times in 3 episodes since 2023 · across every show →

Mentions by year

brought up most by Dylan Patel (7), Shawn Wang (2)

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2026 2 mentions in 2 episodes 1 per episode
2023 7 mentions in 1 episode

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Everything said about Broadcom, oldest first

Dec 5, 2023 neutral
Assertion Not checkable as stated
Patel: Nvidia and Google control over 80% of advanced AI silicon manufacturing capacity
“To simplify it, NVIDIA has a little bit more than half, and Google has, like, 30%, right, through Broadcom. So it's like, the total capacity for everyone else is much lower, and they're all sharing it”
Dylan Patel Dec 5, 2023 ▶ 42:01 The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis
Dec 5, 2023 neutral
Assertion Not checkable as stated
Patel: Google targets 2027 to exit Broadcom partnership after 2025 attempt failed
“Their latest target to get away from Broadcom is twenty-twenty-seven, right? But like, you know, that's four years from now. Chip design cycle is four years. So they already tried to get away in twenty-twenty-five, and that failed.”
Dylan Patel Dec 5, 2023 ▶ 23:01 The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis
Dec 5, 2023 neutral
Assertion Supported
Patel: Google is co-designing TPU v5 and TPU v6 with Broadcom
“TPU, you know, all the way through to all, TPU v-five, which is the one they're in production of now, and six, and, you know, all these are all gonna be you know, co-designed with Broadcom.”
Dylan Patel Dec 5, 2023 ▶ 22:25 The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis
Dec 5, 2023 neutral
Assertion Supported
Patel: Broadcom is working on Meta's second-generation internal AI chip
“So Broadcom is, is, is, is working with, on Google's chip right now, but of course on Meta's, Meta's internal AI chip, which they're on the second generation of, working on that.”
Dylan Patel Dec 5, 2023 ▶ 23:53 The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis
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