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Breaking Analysis: NVIDIA, Broadcom and the expanding breadth of AI

SiliconANGLE theCUBE
71.7K subscribers
6.1K views 1 year ago Breaking Analysis: Dave Vellante dissects the top weekly news story in the Tech Industry
We attended both Nvidia Corp.’s GTC conference and Broadcom Inc.’s Investor Day this week where the artificial intelligence platform shift was on full display. Follow theCUBE's live event coverage https://www.thecube.net/ In our view, GTC24 was the most important event in the history of the technology industry, surpassing Steve Jobs’ iPod and iPhone launches. The event was not the largest but, in our opinion, it was the most significant in terms of its reach, vision, ecosystem impact and broad-based recognition that the AI era will permanently change the world. For daily news for CIOs, check out our parent publication at https://siliconangle.com/ Meanwhile, Broadcom’s first investor day underscored both the importance of the AI era and the highly differentiated strategies and paths that Nvidia and Broadcom are each taking. We believe Nvidia and Broadcom are currently the two best-positioned companies to capitalize on the AI wave and will eac …...more
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Breaking Analysis: NVIDIA, Broadcom and the expanding breadth of AI
117Likes
6,191Views
2024Mar 23
We attended both Nvidia Corp.’s GTC conference and Broadcom Inc.’s Investor Day this week where the artificial intelligence platform shift was on full display. Follow theCUBE's live event coverage https://www.thecube.net/ In our view, GTC24 was the most important event in the history of the technology industry, surpassing Steve Jobs’ iPod and iPhone launches. The event was not the largest but, in our opinion, it was the most significant in terms of its reach, vision, ecosystem impact and broad-based recognition that the AI era will permanently change the world. For daily news for CIOs, check out our parent publication at https://siliconangle.com/ Meanwhile, Broadcom’s first investor day underscored both the importance of the AI era and the highly differentiated strategies and paths that Nvidia and Broadcom are each taking. We believe Nvidia and Broadcom are currently the two best-positioned companies to capitalize on the AI wave and will each dominate their respective markets for the better part of a decade. But importantly, we see them each as enablers of a broader ecosystem that collectively will create more value than either of these firms will in and of themselves. Read the full article https://siliconangle.com/2024/03/23/n... Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications.    • Breaking Analysis: Dave Vellante dissects ...   #theCUBE #BreakingAnalysis #theCUBEResearch #NvidiaGTC #Nvidia #BroadcomInvestorDay #Broadcom #AI
160 episodes
Breaking Analysis: Dave Vellante dissects the top weekly news story in the Tech Industry
SiliconANGLE theCUBE

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SiliconANGLE theCUBE

71.7K subscribers