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Broadcom CEO on the Biggest AI Chip Bets
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SITUATION EXPLAINED: Broadcom stock is down nearly 20% from highs this month. @StevenGlinert, CEO of Sphere Semi, explains what Broadcom does, why they matter, and what might have spooked investors."Broadcom is a funny company because they do a bit of everything.""From a data center perspective, Broadcom’s role is close to being a chip architect, a high-speed I/O supplier, a networking supplier, and a manufacturing translation layer all at once.""People in financial markets looked at Broadcom’s
5:50
SITUATION EXPLAINED: Broadcom stock is down nearly 20% from highs this month. @StevenGlinert, CEO of Sphere Semi, explains what Broadcom does, why they matter, and what might have spooked investors."Broadcom is a funny company because they do a bit of everything.""From a data center perspective, Broadcom’s role is close to being a chip architect, a high-speed I/O supplier, a networking supplier, and a manufacturing translation layer all at once.""People in financial markets looked at Broadcom’s
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