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▶ 5:51 · $NVDA · How A Ruthless CEO Made Broadcom A $1.6T Nvidia Rival

now playing · $NVDA

Nvidia's networking walled garden faces open Ethernet challenge led by Broadcom

Nvidia wants to control the full AI stack including networking via InfiniBand, but Broadcom's Ultra Ethernet Consortium (backed by AMD, Cisco, Microsoft) pushes open standards. If…

$AVGO···bullish· highmichael sikand

Broadcom is the perfect Nvidia hedge with physics moat in AI networking and custom silicon

Broadcom dominates 90% of AI data center Ethernet switching (Tomahawk/Jericho) with deep buffer memory that prevents tail latency stalls, while its custom ASIC business (Google TP…

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▶ 5:51 · $NVDA · How A Ruthless CEO Made Broadcom A $1.6T Nvidia Rival

now playing · $NVDA

$NVDA···neutral· mediummichael sikand

Nvidia's networking walled garden faces open Ethernet challenge led by Broadcom

Nvidia wants to control the full AI stack including networking via InfiniBand, but Broadcom's Ultra Ethernet Consortium (backed by AMD, Cisco, Microsoft) pushes open standards. If…

$AVGO···bullish· highmichael sikand

Broadcom is the perfect Nvidia hedge with physics moat in AI networking and custom silicon

Broadcom dominates 90% of AI data center Ethernet switching (Tomahawk/Jericho) with deep buffer memory that prevents tail latency stalls, while its custom ASIC business (Google TP…