Breaking Analysis: The Unplanned Genius Of Broadcom's Route To AI Dominance
theCUBEresearch, Saturday, March 2nd, 2024
When you think of AI leadership, which companies come to mind? NVIDIA, OpenAI, the hyperscalers, Meta, Hugging Face, Anthropic and names like that, right? You don't typically think of Broadcom do you? You should.
In our view Broadcom, along with NVIDIA, has become one of the top two AI plays in the public market, despite the fact that it doesn't make GPUs or LLM software. Rather the company has made a big bet that the CPU along with alternative processors like the GPU, NPU, LPU, etc. - let's call them XPUs - will need high speed, low cost connections between them based on open technologies that scale and can deliver low power solutions over a roadmap that will last a decade or more.