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51. Reactions to Nvidia GTC24, Broadcom’s Investor Day,
51. Reactions to Nvidia GTC24, Broadcom’s Investor Day, and AI Factories
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“SiliconANGLE theCUBE”
During episode 51 of theCUBE Pod, John Furrier, executive analyst, and Dave Vellante, chief analyst at theCUBE Research, talk …
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How come nobody wants to talk about the fact that Broadcom showcased their custom ASIC chip yesterday with 12 HBM stacks versus the 8 on Nvidia’s Blackwell. That’s 50% more performance in an accelerator at the same or lower price than NVIDIA! How does anyone not see the competitive threat AVGO just put out after yesterday? They just showed you they can put NVIDIA in their spot with their custom accelerators. And AVGO has fine tuned API’s and sdk’s for their custom ASICS that work just like CUDA!
Reddit shares end trading up 48% in market debut
Great coverage of two key events of the week, gentlemen! Yes Nvidia event will go into the history books of technology. Broadcom jumped 5.64% today after their investor day yesterday.
thanks