Broadcom
Mentioned in 65 analyzed podcast episodes across 10 shows
A major semiconductor company positioned as a key beneficiary of AI infrastructure spending and custom chip development partnerships with hyperscalers including OpenAI, Google, and Anthropic. Broadcom manufactures networking components and custom silicon for AI applications, and has received significant orders including a $21B commitment from Anthropic for TPU chips. The company has seen valuation compression and stock volatility amid broader semiconductor sector concerns about AI market saturation and competition with NVIDIA.
Mentioned On
Episode Mentions
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”
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”
Motley Fool Money · Apr 8, 2026
Why Alphabet is the Winner from Anthropic’s Incredible Growth
“Announced TPU partnership with Google and Anthropic for AI infrastructure deployment”
Daily Tech News Show · Apr 8, 2026
Anthropic’s Move to Secure the World - DTNS 5243
“Chip maker partner in Project Glasswing providing resources for critical software security.”
TBPN · Apr 8, 2026
Meta Tokenmaxxing, Intel Joins Terafab, Frontier AI vs. China | Diet TBPN
“Partnering with Anthropic and Google for multiple gigawatts of TPU capacity allocation”
The AI Daily Brief: Artificial Intelligence News and Analysis · Apr 8, 2026
OpenAI's New Deal
“Manufacturing TPUs for Google; secured multi-billion dollar guaranteed demand through Anthropic compute partnership”
Mad Money w/ Jim Cramer · Apr 7, 2026
'Mad Money w/ Jim Cramer 4/7/26
“Custom chip maker; won deals with Google and Anthropic; up 6% on positive news”
Daily Tech News Show · Apr 7, 2026
Why Does Jason Love Claude Cowork So Much? - DTNS 5242
“Signed deal to supply 3.5 gigawatts of custom Google TPU processing units to Anthropic starting 2027”
This Week in Startups · Apr 2, 2026
How 3 CEOs Use AI to Run $10B in Companies | This Week in AI
“Typically builds custom chips for hyperscalers as alternative to NVIDIA”
Better Offline · Mar 25, 2026
NVIDIAdrome with Steve Burke of GamersNexus
“Semiconductor supplier with no confirmed sales to OpenAI despite $100B infrastructure claims”
Morning Brew Daily · Mar 2, 2026
Anthropic Blacklisted By US Government? & US-Iran War Disrupts Gulf Travel
“Chip-making giant reporting earnings this week amid ongoing concerns about AI market saturation and disruption.”
Mad Money w/ Jim Cramer · Feb 28, 2026
Mad Money w/ Jim Cramer 2/27/26
“$1.5T semiconductor and software company; Cramer views as too difficult to own despite quality due to market sentiment”
Mad Money w/ Jim Cramer · Feb 27, 2026
Mad Money w/ Jim Cramer 2/26/26
“Semiconductor company crushed in hardware tech rotation despite multi-year winning track record”
CNBC's "Fast Money" · Feb 26, 2026
Nvidia Fails To Lift Markets… And The Latest Media Drama For Warner Bros. Discovery 2/26/26
“Semiconductor stock among biggest laggers; key catalyst expected next week with earnings”
AI + a16z · Feb 24, 2026
AI’s Capital Flywheel: Models, Money, and the Future of Power
“Mentioned in context of OpenAI's custom silicon partnerships”
Latent Space: The AI Engineer Podcast · Feb 19, 2026
Inside AI’s $10B+ Capital Flywheel — Martin Casado & Sarah Wang of a16z
“Referenced for custom silicon partnerships with AI companies”
The a16z Show · Feb 19, 2026
Capital, Compute, and the Fight for AI Dominance
“Mentioned as OpenAI's custom silicon partner for ASIC development”
Higher Learning with Van Lathan and Rachel Lindsay · Feb 17, 2026
LeBron and Israel, the “Kevin Durant Files,” and the Beautiful Hellscape of Culver City
“Referenced as recipient of Anthropic's $21B chip purchase commitment”