Broadcom, every mention
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every year anyone Dylan Patel 7Shawn Wang 2
Verbatim, from the transcripts: the passages where Broadcom comes up
Next 100x in AI: Inference, Networking, & Self-Optimizing Models — Philip Kiely & Ali Taha, Baseten
- ▶ 1:06:49 Shawn Wang So like the OpenAI, Broadcom, whatever, Jalapeno chip, which like totally makes sense.
Inside AI’s $10B+ Capital Flywheel — Martin Casado & Sarah Wang of a16z
- ▶ 24:04 Shawn Wang and I just want to acknowledge, like, here we are in, in, in, in, 20, 25, and opening eyes, confirming, like, Broadcom, and all the other, like, custom silicon deals, which is incredible.
The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis
- ▶ 21:41 Dylan Patel Uh, so the TPUs, uh, so, so the Google TPU is, like, super interesting because Google's been working with Broadcom, who's the number one networking company in the world, right? 6 times in the scene
- ▶ 42:08 Dylan Patel So it's like, the total capacity for everyone else is much lower, and they're all sharing it, right?