Broadcom
Mentioned in 81 analyzed podcast episodes across 10 shows
A major semiconductor company positioned as a key beneficiary of hyperscaler AI infrastructure spending, particularly through custom silicon partnerships with OpenAI, Google, and Anthropic for chip development and inference accelerators. Broadcom manufactures networking components and custom chips for major tech companies, competing with NVIDIA in the AI hardware ecosystem while also producing Google's TPUs. Podcasts discuss the company in the context of the AI capital flywheel, competitive dynamics in semiconductor manufacturing, and stock performance amid market sentiment shifts in the tech sector.
Mentioned On
Episode Mentions
All-In with Chamath, Jason, Sacks & Friedberg · Jul 31, 2026
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
“Semiconductor company up 663% over five years, mentioned as part of the broader chip stock momentum trade discussion.”
TBPN · Jul 29, 2026
RSI Is Closer Than People Think, Per Tae Kim
“CEO Hock Tan was present at the Korea presidential visit to Silicon Valley, signaling strong AI chip demand diplomacy.”
Tech Brew Ride Home · Jul 28, 2026
Anthropic Doesn't Hate Open Weights, Says Anthropic.
“CDS spreads rising to record highs reflecting investor concerns about AI capex sustainability”
Accidental Tech Podcast · Jul 27, 2026
702: Isolate the Evil
“Signed $30B multi-year agreement with Apple to design and produce custom wireless connectivity components and silicon for Apple products”
Better Offline · Jul 24, 2026
Monologue: What The Hell Are The Hyperscalers Doing?
“Cited as a supplier of high bandwidth memory for GPUs and TPUs, vulnerable to a CapEx pullback.”
Better Offline · Jul 17, 2026
Monologue: OpenAI Could Kill SoftBank and Oracle
“Cited as likely receiving over $100B in future revenues tied to OpenAI's infrastructure spending.”
The AI Daily Brief: Artificial Intelligence News and Analysis · Jul 16, 2026
The New Enterprise Battle Over Who Owns the Model
“Long-time Apple chip partner flagged as a potential acquisition target, though its $1.8T valuation makes a deal highly unlikely.”
9to5Mac Daily · Jul 10, 2026
Mac shipments are growing, more
“Secured $30B contract with Apple to produce networking chips and RF components at Fort Collins facility”
The AI Daily Brief: Artificial Intelligence News and Analysis · Jul 10, 2026
ChatGPT Just Became a Work Agent
“Working with Meta on custom chip design for AI inference and training workloads”
TBPN · Jun 27, 2026
Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN
“Named as the chip design partner for OpenAI's new Jalapeno LLM-purpose-built chip.”
All-In with Chamath, Jason, Sacks & Friedberg · Jun 26, 2026
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
“Building OpenAI's Jalapeno custom ASIC chip, signaling OpenAI's move away from Nvidia dependency.”
The Journal. · Jun 15, 2026
The Great IPO Frenzy of 2026
“Listed as top 10 S&P 500 company with AI exposure contributing to tech sector concentration”
The Glenn Beck Program · Jun 8, 2026
Exclusive: California Election Fraud Charges Incoming?! | Guest: Bill Essayli | 6/8/26
“AI infrastructure supplier that reported strong numbers but refused to raise guidance, signaling cracks in AI spending assumptions”
The Glenn Beck Program · Jun 8, 2026
Best of the Program | Guest: Bill Essayli | 6/8/26
“Reported strong earnings but refused to raise guidance, signaling AI spending may not be accelerating as markets expected”
All-In with Chamath, Jason, Sacks & Friedberg · Jun 2, 2026
OpenAI CFO Sarah Friar on IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
“Partner for developing OpenAI's proprietary chip technology”
The Dan Bongino Show · May 29, 2026
Another Assassination Plot? (Ep. 2525)
“Semiconductor company mentioned alongside NVIDIA as benefiting from AI infrastructure bubble”
Pod Save America · May 24, 2026
50 Shades of Legal Gray
“Trump made 3,700 stock trades in Q1 2025; Broadcom CEO accompanied Trump to China”
Odd Lots · May 21, 2026
Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip
“CEO Hock Tan cited as one of great CEOs of era alongside NVIDIA's Jensen Huang”
Mad Money w/ Jim Cramer · May 14, 2026
Mad Money w/ Jim Cramer 5/14/26
“Semiconductor company trading at 33x sales; referenced as valuation benchmark for chip sector”
Prof G Markets · May 13, 2026
Hottest Inflation Report In 3 Years Has One Big Problem
“Semiconductor infrastructure company identified as preferred play in AI supply chain alongside NVIDIA”
Better Offline · May 13, 2026
The Insanity of the Markets with Ben & Emil
“Semiconductor company gaining momentum as market rotates away from NVIDIA; promised 10 gigawatts capacity that never materialized”
TBPN · May 9, 2026
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN
“Semiconductor company included in AI Big Ten market concentration analysis”
The Information's TITV · May 8, 2026
OpenAI’s Broadcom Chip Deal Hits $18B Financing Snag, Microsoft Cuts Copilot Bloat
“Designing custom Jalapeno and Serrano chips for OpenAI; negotiating vendor financing terms and requiring Microsoft's 40% purchase guarantee before committing TSMC capacity.”
Neural intel Pod · May 8, 2026
OpenAI MRC, SRv6, and the Architecture of Frontier AI Supercomputers
“Network silicon and NIC vendor partnering on MRC specification and OCP standardization”
Rich Habits Podcast · May 8, 2026
Anthropic & SpaceX Partnership, GameStop Buying eBay & Data Centers In Your House
“Networking chip supplier critical to AI data center infrastructure buildout”
Odd Lots · May 7, 2026
How an American City Can Become a Manufacturing Hub
“Evolved from Western Electric's semiconductor operations in Allentown area”
Tech Brew Ride Home · May 6, 2026
Even 175-year-old Companies Can Join The AI Boom
“Collaborated with OpenAI and other companies on publishing AI training infrastructure networking research”
OpenAI Podcast · May 6, 2026
Episode 18 - Why AI needs a new kind of supercomputer network
“Network hardware vendor; working with OpenAI to build hardware for new supercomputers and standardize MRC”
Prof G Markets · Apr 30, 2026
Ray Dalio: The World Order Has Unraveled
“Chip company capturing value from AI infrastructure buildout alongside NVIDIA and AMD”
SANS Internet Stormcenter Daily Cyber Security Podcast (Stormcast) · Apr 30, 2026
SANS Stormcast Thursday, April 30th, 2026: Odd Requests; MSFT LNK Bug Exploited; Secure Boot Fix; TLS Updates; SAP npm malware
“API gateway endpoints detected in honeypot requests, potentially being fingerprinted for reconnaissance purposes”
Bloomberg Tech · Apr 29, 2026
80 Seconds of Big Tech Earnings To Set Market’s Fate
“Earnings expected in coming weeks; semiconductor supplier critical to AI infrastructure buildout”
Tech Brew Ride Home · Apr 29, 2026
Elon V. Sam Day 2
“Struck partnership with OpenAI for computing capacity as part of infrastructure strategy shift”
Morning Brew Daily · Apr 29, 2026
OpenAI’s Struggles Spooks Tech Stocks & UAE Walks Away From OPEC
“Semiconductor supplier to AI data centers; stock declined alongside NVIDIA on OpenAI revenue concerns”
The Compound and Friends · Apr 28, 2026
Sleep at Night Portfolio, Big Tech Earnings Week, Spotify Blows Up, Josh on Joby
“Chip stock with 87 RSI at market peak, mentioned as better entry point versus parabolic momentum buying”
Mad Money w/ Jim Cramer · Apr 24, 2026
Mad Money w/ Jim Cramer 4/24/26
“Networking and custom chip supplier; Charitable Trust trimmed position to maintain portfolio flexibility despite strong fundamentals”
Masters in Business · Apr 24, 2026
The Stock Picking Philosophy to Find the Next Amazon with Motley Fool's David Gardner
“Semiconductor innovator in AI infrastructure buildout; top-dog competitor to NVIDIA”
Tech Brew Ride Home · Apr 24, 2026
All The Headlines, All The Model Drops...
“Partner in deal with Anthropic and Google to expand computing capacity and infrastructure for AI development”
The Compound and Friends · Apr 24, 2026
Why Nvidia is Going to 10 Trillion Dollars with Adam Parker and Rob Sechan
“Custom silicon and data center networking leader; 60% revenue growth; positioned to benefit from hyperscaler AI infrastructure spending”
声动早咖啡 · Apr 23, 2026
咖啡豆｜苹果即将告别库克时代，新任掌门人正面临哪些关键转折？
“Collaborated with Google on TPU chip design for data center and cloud server applications”
CNBC's "Fast Money" · Apr 23, 2026
Intel On The Move After Reporting Results… And “Nonchalant” Market Warning 4/23/26
“Mentioned as alternative chip play with straight-line momentum; positioned for inference-specific AI workloads”
Deep Questions with Cal Newport · Apr 23, 2026
What has *Actually* Happened in AI in 2026? | AI Reality Check
“Announced 3.5 gigawatt chip deal with Anthropic with unclear deployment path”
Elon Musk Podcast · Apr 23, 2026
Claude Mythos finds thousands of hidden vulnerabilities
“Member of Project Glasswing coalition participating in defensive patching initiative”
YPO Technology Network AI Brief · Apr 22, 2026
AI Just Made Your Disgruntled Barista Dangerous
“Technology partner in Anthropic's Project Glasswing with access to Claude Mythos for defensive security”
Economist Podcasts · Apr 22, 2026
White hat, black box: AI’s next chapter
“Technology company selected for early Mythos AI access due to systemic importance”
Dwarkesh Podcast · Apr 15, 2026
Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat
“Announced multi-gigawatt TPU deal with Anthropic and Google; competing chip supplier”
CNBC's "Fast Money" · Apr 14, 2026
Big Tech Bounce… And An Economic Warning From JPMorgan CEO Jamie Dimon 4/14/26
“Manufacturing partner for Meta's custom AI chips; up nearly 4% after-hours; CEO transitioning to advisory role”
Prof G Markets · Apr 13, 2026
Don't Try to Beat This Market — Here's What to Do Instead
“Networking and infrastructure company benefiting from data center capex spending; near all-time highs”
The Tim Dillon Show · Apr 11, 2026
491 - Bombing Beirut, Back To Butler & Melania’s Mission
“Trillion-dollar semiconductor company; major component of California's tech-heavy economy”
Big Technology Podcast · Apr 10, 2026
Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta
“Member of Mythos Project Glasswing consortium”
Hard Fork · Apr 10, 2026
Anthropic’s Cybersecurity Shock Wave + Ronan Farrow and Andrew Marantz on Their Sam Altman Investigation + One Good Thing
“Internet infrastructure company granted access to Claude Mythos for defensive cybersecurity testing”