Breaking Analysis: The unplanned genius of Broadcom's route to AI dominance

In this week’s Breaking Analysis, we extract key nuggets from our sit down at MWC 2024 with Charlie Kawwas, president of Broadcom’s Semiconductor Solutions Group, as we unpack the contrarian business technology model of Broadcom.
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Broadcom is perhaps the most unique company in the technology business. It doesn’t simply chase markets that are on steep growth curves and can deliver short term ROI. Rather it goes after established markets with durable franchises.
Read the full article siliconangle.com/2024/03/02/u...
Broadcom focuses its R&D on serving customers in these markets with major engineering investments to achieve a dominant position in each of its target sectors. And sometimes, the company lucks out with this strategy and catches a wave accidentally by design.
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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: Dav...
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[@djmehra6241]

Dave what a great , in-depth depth analysis. You are probably one of very few outside Broadcom who gets how well positioned they are. Thanks for sharing, I watched the MWC interview too. This makes it lot more clear and their VMware strategy makes lot more sense now that you emphasized Sustainable franchise angle. Thank you great Job!

[@silambarasanbalasubramani8577]

Marvell Technology is a more targeted solution for this AI networking problem, Broadcom has lot of legacy hardware and software like IBM.

[@Jai-qf8lw]

Marvell is a joke compared to Broadcom

[@Jai-qf8lw]

AVGO doubles the bandwidth of their switches and router ahead of anyone. Even nvidia has trouble catching up. You comparing Marvell to broadcom is like me comparing a Prius to a Lamborghini

[@user-yz9dz4iw4s]

good analysis.

[@deeacosta2734]

Dave is the #GOAT. 🦄

[@silambarasanbalasubramani8577]

Is Broadcom Rally AI 😂