Episode 988
In this episode, we dissect the meteoric rise of Broadcom Inc., the semiconductor and software titan that recently surpassed a $1 trillion market cap and replaced Tesla in the "Magnificent Seven" lineup. We trace the company's complex lineage, starting as a Hewlett-Packard division in 1961, evolving into Avago Technologies, and eventually adopting the Broadcom name after a massive 2016 acquisition.
Listen in as we analyze CEO Hock Tan’s aggressive growth strategy, which transformed a hardware-focused business into a hybrid juggernaut by acquiring major software players like CA Technologies, Symantec’s enterprise security business, and VMware in a record-breaking $69 billion deal. We also examine the company's major setbacks, including the attempted hostile takeover of Qualcomm that was blocked by the U.S. government due to national security concerns regarding China and 5G dominance.
Finally, we explore Broadcom's pivotal role in the modern AI boom through its "XPU" division, where it co-develops custom chips for tech giants like Google, Meta, and OpenAI. Tune in to understand how Broadcom navigates high-stakes antitrust investigations while maintaining its status as a critical dominance in the global technology infrastructure.
Published on 2 weeks, 5 days ago
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