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Episode 114: Is The Top AI Software Stock Being Overlooked? Broadcom And VMware Team Up For Ai Dominance
In this episode of Chip Stock Investor, Nick and Kasey pick up where they left off from Broadcom’s Enabling AI Infrastructure event and dive into Broadcom's big strides in AI infrastructure software, focusing on its recent acquisition of cloud software giant VMware. Broadcom’s biggest customers are scaling up their data centers with hardware, but they’ll need the software to operate that new infrastructure. Nick and Kasey explain the company’s approach to software, its partnership with Nvidia last year so VMware users can operate GPUs in AI training and inference, and recent moves made by…
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