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$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…