Broadcom Inc. impresses with strong Q1 performance, exceeding Wall Street estimates. The company benefits from cloud infrastructure upgrades supporting AI across compute platforms. Despite challenges in semiconductor product mix, Broadcom reports leading gross and operating margins. Nvidia's market dominance and competition in the AI hardware sector are also discussed.
Saturday afternoon edition. Come and get it we're LIVE! 1. @HP Amplify 2024 2. @Broadcom earnings 3. @OpenAI closed & for profit? 4. @NVIDIA 3rd most valuable 5. @AMD hits a snag in China? 6. @Apple reinforces monopolist with Epic Games? 7. @Marvell earnings $AVGO $NVDA $AAPL https://t.co/buJa0JRkSx
Join us now for this week's Pod +1 EP207 Weekly Podcast: Live! Talking 1. @HP Amplify 2. @Broadcom earnings 3. @OpenAI closed & for profit? 4. @NVIDIA 3rd most valuable 5. @AMD hits a snag in China? 6. @Apple reinforces monopolist with Epic? 7. @Marvell earnings $AVGO $NVDA https://t.co/w1abqJiO9j
EP207 Weekly Podcast: We are Live! Talking @HP Amplify, @Broadcom earnings, @OpenAI for profit?, @NVIDIA explodes, @AMD hits a snag, and @Marvell earnings https://t.co/vAHL8Ako2x
ICYMI @NoPriorsPod drop 🎙️: me & @eladgil do a host-only riff: $NVDA, $META, $GOOG earnings, Gemini, Mistral model launches, the open-vs-closed source debate, domain-specific foundation models, if we’ll see real competition in chips, and the state of AI ROI https://t.co/PGbkoY7t5x
Dive into #theCUBEpod's latest episode for analysis on CrowdStrike's stunning Q4 achievements. Plus, we discuss Nvidia's market dominance, Broadcom's strategic position in connectivity, and our upcoming #Supercloud6 event. 🔗 https://t.co/AeOeKXyfc1 @furrier @dvellante #theCUBE https://t.co/pVz286zsNP
The #DrillDownByte: one number that tells us a whole lot about Broadcom's earnings, in one-minute. https://t.co/HgXnkSf8kN $AVGO 🎙️ @DrillDownPod #DrillDownEarnings @FuturumGroup #DDE
E169‼️ (live on @X) (0:00) bestie intros! (0:55) @elonmusk sues @OpenAI: complex structure, tax issues, damages, past comps (37:06) @OpenAI's focus on AGI, different interpretations of AGI in tech (44:46) @GroqInc update with @sundeep madra! (49:53) have we hit peak $AAPL?:… https://t.co/shSyd8iDpl
"despite headwinds associated with product mix in the Semiconductor business (i.e. increase in revenue derived from custom silicon vs. merchant silicon), Broadcom reported industry-leading gross margins (75%) and operating margins (57%) in FY1Q" $AVGO https://t.co/PX1mjkUSj2
Excited to announce our second AI show at @TurpentineMedia: Emergent Behavior with @8teAPi. Episode 1 features @dylan522p and touches on: - Semiconductor manufacturing in AI - Competition in the AI hardware market - Nvidia’s strategy to stay ahead …and more. https://t.co/lIe2W4yRnH
EB-1 - “Jensenmath” My first pod! With @dylan522p covers > OpenAI’s $7 trillion YOLO fundraising > Nvidia’s market position and its competitors > Nvidia’s promised 4x annual performance improvement > ASML’s monopoly position Follow on links below 👇 https://t.co/Tj8SBVbqCI
EB-1 - “Jensenmath” My first pod! With @dylan522p covers > OpenAI’s $7 trillion YOLO fundraising > Nvidia’s market position and its competitors > Nvidia’s promised 4x annual performance improvement > ASML’s monopoly position Links 👇 https://t.co/Tj8SBVbqCI
Quick take: Docusign earnings report in a nutshell 🥜. https://t.co/HgXnkSf8kN $DOCU 🎙️ @DrillDownPod #DrillDownEarnings @FuturumGroup #DDE
Here's what Docusign's earnings REALLY mean 👇: https://t.co/JiijA8Sqv4 $DOCU 🎙️ @DrillDownPod #DrillDownEarnings @FuturumGroup #DDE
The role of silicon in @Broadcom’s network-centric AI capabilities 🤖 Chipmaking giant Broadcom Inc. topped Wall Street’s estimates for its fiscal first-quarter sales yesterday, benefiting from cloud infrastructure providers upgrading their data centers to support artificial…
On theCUBE Pod: CrowdStrike surges and the ongoing debate over possible Nvidia competition https://t.co/oBN8h9ndOr
One of the best run companies on the planet, @Broadcom delivers on the top and bottom in Q1. Figures of ~20-30% of DC Compute BoM will be for networking bodes well for Broadcom and its agnostic to architecture as networking of AI across compute platforms will be needed. $AVGO https://t.co/xQ4aNCFcOy